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Schwab Emerging Markets Equity ETF

758 hedge funds and large institutions have $4.52B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 316 increasing their positions, 271 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,925% more call options, than puts

Call options by funds: $642K | Put options by funds: $8K

132% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 38

17% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 271

10% more capital invested

Capital invested by funds: $4.09B → $4.52B (+$426M)

4% more funds holding

Funds holding: 727758 (+31)

1.23% less ownership

Funds ownership: 42.08%40.85% (-1.2%)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

Holders
758
Holders Change
+31
Holders Change %
+4.26%
% of All Funds
9.98%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
88
Increased
316
Reduced
271
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Nations Financial Group
Iowa
$5.76M +$137K +4,854 +2%
NHC
102
Nicholas Hoffman & Company
Georgia
$5.61M +$351K +12,422 +6%
SWM
103
SigFig Wealth Management
California
$5.58M +$116K +4,110 +1%
CWA
104
Cornerstone Wealth Advisors
Minnesota
$5.54M -$41.1K -1,455 -0.7%
JFGLC
105
Johnson Financial Group LLC (Colorado)
Colorado
$5.51M +$5.13M +181,583 +720%
SG
106
Strid Group
Pennsylvania
$5.46M +$149K +5,274 +3%
ULWM
107
Upper Left Wealth Management
Florida
$5.41M -$37K -1,310 -0.6%
GFP
108
Guardian Financial Partners
California
$5.21M +$211K +7,480 +4%
RIM
109
Rockbridge Investment Management
New York
$5.11M -$210K -7,423 -4%
Raymond James Financial
110
Raymond James Financial
Florida
$5.1M +$5.41M +191,525 New
WA
111
WBH Advisory
Maryland
$5.09M +$230K +8,163 +4%
MAM
112
Marotta Asset Management
Virginia
$5.05M -$470K -16,664 -8%
Renaissance Technologies
113
Renaissance Technologies
New York
$4.91M +$5.2M +184,200 New
SFA
114
Sequoia Financial Advisors
Ohio
$4.9M -$48.5K -1,718 -0.9%
WA
115
Waverly Advisors
Alabama
$4.83M -$3.25M -115,094 -39%
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$4.8M -$172K -6,089 -3%
BPA
117
Beacon Pointe Advisors
California
$4.79M +$141K +5,011 +3%
LIA
118
LifePlan Investment Advisors
North Carolina
$4.74M -$134K -4,760 -3%
PIMG
119
Patriot Investment Management Group
Tennessee
$4.7M +$34.8K +1,232 +0.7%
JWA
120
JFS Wealth Advisors
Pennsylvania
$4.7M -$247K -8,734 -5%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$4.69M +$964K +34,130 +24%
CI
122
CX Institutional
Indiana
$4.64M -$1.83K -65 -0%
PCM
123
Payne Capital Management
New York
$4.59M +$4.87M +172,405 New
BCIM
124
Bishop & Co Investment Management
Pennsylvania
$4.45M +$181K +6,412 +4%
RWP
125
RWA Wealth Partners
Massachusetts
$4.42M +$21.9K +774 +0.5%

SCHE Hedge Fund Activity: Q4 2024 in Review

758 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2024, worth a combined $4.52B — up 10% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SCHE positions and 38 closed out — a net gain of 50 holders — while 316 added to existing stakes and 271 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $22M. The largest seller was US Bancorp, cutting an estimated $82.6M.

  • 758 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2024, up from 727 in Q3 2024.
  • Funds reported $4.52B of Schwab Emerging Markets Equity ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 88 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2024 and 38 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2024 was Old Mission Capital, an estimated $22M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2024 was US Bancorp, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2024.