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Schwab Emerging Markets Equity ETF

727 hedge funds and large institutions have $5.94B invested in Schwab Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 221 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 58

1% more capital invested

Capital invested by funds: $5.9B → $5.94B (+$40.6M)

1% less funds holding

Funds holding: 736727 (-9)

3.64% less ownership

Funds ownership: 73.55%69.91% (-3.6%)

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

35% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 338

Holders
727
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
10.47%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.36%
New
60
Increased
221
Reduced
338
Closed
58
Calls
$657K
Puts
Net Calls
+$657K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
101
Cornerstone Wealth Advisors
Minnesota
$5.25M +$137K +5,579 +3%
AI
102
Atria Investments
North Carolina
$5.2M +$9.02K +367 +0.2%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$5.17M +$911K +37,083 +22%
ZIM
104
Zacks Investment Management
Illinois
$5.15M +$950K +38,663 +23%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$5.03M -$203K -8,275 -4%
JP Morgan Chase
106
JP Morgan Chase
New York
$5M -$430K -17,515 -8%
JWA
107
JFS Wealth Advisors
Pennsylvania
$4.96M -$51.5K -2,094 -1%
NHC
108
Nicholas Hoffman & Company
Georgia
$4.93M +$59.5K +2,420 +1%
BWM
109
Boyd Wealth Management
California
$4.78M -$4.23M -172,059 -48%
GAM
110
Gemmer Asset Management
California
$4.76M -$237K -9,659 -5%
MML Investors Services
111
MML Investors Services
Massachusetts
$4.74M +$12.5K +507 +0.3%
HW
112
Hancock Whitney
Mississippi
$4.7M -$148K -6,038 -3%
GFP
113
Guardian Financial Partners
California
$4.64M -$7.64K -311 -0.2%
PIMG
114
Patriot Investment Management Group
Tennessee
$4.61M +$32.3K +1,314 +0.7%
SC
115
Savant Capital
Illinois
$4.58M -$372K -15,155 -8%
BPA
116
Beacon Pointe Advisors
California
$4.58M +$153K +6,216 +4%
SLT
117
St Louis Trust
Missouri
$4.55M
Bank of America
118
Bank of America
North Carolina
$4.5M -$1.11M -45,203 -20%
LIA
119
LifePlan Investment Advisors
North Carolina
$4.43M +$78.8K +3,206 +2%
RWP
120
RWA Wealth Partners
Massachusetts
$4.42M +$41.2K +1,678 +1%
CI
121
CX Institutional
Indiana
$4.4M -$3.51M -142,671 -45%
DS
122
DRW Securities
Illinois
$4.4M +$4.28M +174,245 New
BA
123
Brightwater Advisory
Florida
$4.32M -$83K -3,377 -2%
WA
124
WBH Advisory
Maryland
$4.24M +$296K +12,034 +8%
BSB
125
Bangor Savings Bank
Maine
$4.22M -$57.2K -2,328 -1%

SCHE Hedge Fund Activity: Q1 2024 in Review

727 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2024, worth a combined $5.94B — up 0.69% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SCHE positions and 58 closed out — a net gain of 2 holders — while 221 added to existing stakes and 338 trimmed.

The largest buyer was Jane Street, adding an estimated $66.8M. The largest seller was Cerity Partners, cutting an estimated $227M.

  • 727 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2024, down from 736 in Q4 2023.
  • Funds reported $5.94B of Schwab Emerging Markets Equity ETF stock for Q1 2024, up 0.69% quarter-over-quarter.
  • 60 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2024 and 58 closed out, a net change of +2 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2024 was Jane Street, an estimated $66.8M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2024 was Cerity Partners, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2024.