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Schwab Emerging Markets Equity ETF

721 hedge funds and large institutions have $6.28B invested in Schwab Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 222 increasing their positions, 317 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

6% more capital invested

Capital invested by funds: $5.94B → $6.28B (+$335M)

1.05% more ownership

Funds ownership: 69.91%70.96% (+1.1%)

6% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 52

1% less funds holding

Funds holding: 727721 (-6)

30% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 317

Holders
721
Holders Change
-6
Holders Change %
-0.83%
% of All Funds
10.41%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.4%
New
55
Increased
222
Reduced
317
Closed
52
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
ULWM
101
Upper Left Wealth Management
Florida
$5.5M -$156K -5,993 -3%
CWA
102
Cornerstone Wealth Advisors
Minnesota
$5.48M -$39.3K -1,507 -0.7%
SG
103
Strid Group
Pennsylvania
$5.4M -$965K -37,009 -15%
NHC
104
Nicholas Hoffman & Company
Georgia
$5.25M +$58.5K +2,243 +1%
GAM
105
Gemmer Asset Management
California
$5.17M +$158K +6,071 +3%
VNA
106
Valley National Advisers
Pennsylvania
$5.08M -$4.82M -185,030 -49%
JWA
107
JFS Wealth Advisors
Pennsylvania
$5.03M -$183K -7,036 -4%
SFA
108
Sequoia Financial Advisors
Ohio
$5.03M -$799K -30,646 -14%
Bank of America
109
Bank of America
North Carolina
$5.01M +$270K +10,369 +6%
KBFS
110
Kohmann Bosshard Financial Services
Ohio
$4.93M -$351K -13,484 -7%
MML Investors Services
111
MML Investors Services
Massachusetts
$4.88M -$103K -3,935 -2%
GFP
112
Guardian Financial Partners
California
$4.88M +$1.15K +44 +0%
BPA
113
Beacon Pointe Advisors
California
$4.83M +$16.4K +630 +0.3%
LIA
114
LifePlan Investment Advisors
North Carolina
$4.8M +$143K +5,479 +3%
PIMG
115
Patriot Investment Management Group
Tennessee
$4.8M -$47.3K -1,814 -1%
WA
116
WBH Advisory
Maryland
$4.76M +$288K +11,059 +7%
HW
117
Hancock Whitney
Mississippi
$4.71M -$226K -8,689 -5%
BA
118
Brightwater Advisory
Florida
$4.67M +$117K +4,494 +3%
CI
119
CX Institutional
Indiana
$4.63M
SC
120
Savant Capital
Illinois
$4.59M -$219K -8,421 -5%
KAS
121
Kestra Advisory Services
Texas
$4.43M +$3.97M +152,381 +898%
RWP
122
RWA Wealth Partners
Massachusetts
$4.37M -$274K -10,500 -6%
BSB
123
Bangor Savings Bank
Maine
$4.36M -$84.3K -3,234 -2%
PA
124
Parallel Advisors
California
$4.33M -$106K -4,077 -2%
BCIM
125
Bishop & Co Investment Management
Pennsylvania
$4.22M +$127K +4,859 +3%

SCHE Hedge Fund Activity: Q2 2024 in Review

721 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2024, worth a combined $6.28B — up 5.6% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHE positions and 52 closed out — a net gain of 3 holders — while 222 added to existing stakes and 317 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.27B. The largest seller was Jane Street, cutting an estimated $64M.

  • 721 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2024, down from 727 in Q1 2024.
  • Funds reported $6.28B of Schwab Emerging Markets Equity ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2024 and 52 closed out, a net change of +3 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $2.27B added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2024 was Jane Street, an estimated $64M sold.

Based on aggregated 13F filings for Q2 2024.