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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
PA
126
Parallel Advisors
California
$4.22M +$34.3K +1,397 +0.8%
MMA
127
Miracle Mile Advisors
California
$4.2M -$2.48M -100,823 -38%
WAM
128
Wakefield Asset Management
Colorado
$4.19M +$84.4K +3,433 +2%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$4.07M +$78.5K +3,194 +2%
UCFA
130
United Capital Financial Advisors
Texas
$3.92M -$153K -6,215 -4%
BCIM
131
Bishop & Co Investment Management
Pennsylvania
$3.89M +$492K +20,038 +15%
SWA
132
Sightline Wealth Advisors
Connecticut
$3.87M -$167K -6,781 -4%
JF
133
Joule Financial
Kentucky
$3.79M +$2.35M +95,725 +176%
EFG
134
Embree Financial Group
Illinois
$3.63M -$6.83K -278 -0.2%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$3.57M -$440K -17,914 -11%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3.53M -$261K -10,620 -7%
CKAIS
137
Christensen King & Associates Investment Services
Washington
$3.42M -$73.4K -2,987 -2%
SFP
138
Strategic Financial Planning
Texas
$3.34M -$166K -6,773 -5%
BAM
139
Berkshire Asset Management
Pennsylvania
$3.33M +$23.7K +966 +0.7%
OFG
140
Omega Financial Group
California
$3.26M +$103K +4,191 +3%
CIA
141
Cape Investment Advisory
Georgia
$3.23M -$51.2K -2,084 -2%
PP
142
PrairieView Partners
Minnesota
$3.23M -$58.8K -2,391 -2%
BP
143
BCK Partners
New York
$3.2M +$124K +5,029 +4%
DP
144
Denver PWM
Colorado
$3.2M -$40.2K -1,634 -1%
DWM
145
Destination Wealth Management
California
$3.19M -$3.4M -138,484 -52%
LA
146
LVW Advisors
New York
$3.19M -$2.1M -85,314 -40%
AWM
147
Avior Wealth Management
Nebraska
$3.17M -$331K -13,478 -10%
CFP
148
Cascade Financial Partners
California
$3.14M +$3.07M +124,874 New
M
149
MYeCFO
California
$3.13M -$89.6K -3,645 -3%
EWA
150
Etesian Wealth Advisors
Oregon
$3.12M -$57.3K -2,333 -2%

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.