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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
SC
126
Savant Capital
Illinois
$4.41M -$351K -12,436 -7%
PA
127
Parallel Advisors
California
$4.39M -$74.3K -2,633 -2%
KAS
128
Kestra Advisory Services
Texas
$4.34M -$241K -8,538 -5%
BA
129
Brightwater Advisory
Florida
$4.33M -$246K -8,698 -5%
BSB
130
Bangor Savings Bank
Maine
$4.24M -$34.1K -1,209 -0.8%
MML Investors Services
131
MML Investors Services
Massachusetts
$4.21M +$560K +19,828 +14%
JF
132
Joule Financial
Kentucky
$4.16M +$120K +4,244 +3%
PWM
133
Power Wealth Management
Georgia
$4.07M +$468K +16,560 +12%
WAM
134
Wakefield Asset Management
Colorado
$4.02M +$47.3K +1,674 +1%
FF
135
Fairway Financial
Florida
$4M +$4.24M +150,126 New
BAM
136
Berkshire Asset Management
Pennsylvania
$3.94M +$222K +7,869 +6%
SFG
137
SNS Financial Group
Minnesota
$3.85M -$353K -12,521 -8%
Ameriprise
138
Ameriprise
Minnesota
$3.81M +$1.16M +41,092 +40%
MCM
139
MAI Capital Management
Ohio
$3.68M +$2.31M +81,876 +146%
SWA
140
Sightline Wealth Advisors
Connecticut
$3.67M -$107K -3,787 -3%
CKAIS
141
Christensen King & Associates Investment Services
Washington
$3.66M +$67.9K +2,406 +2%
PWM
142
Perigon Wealth Management
California
$3.63M +$555K +19,660 +17%
WCFP
143
White & Co Financial Planning
Washington
$3.56M +$3.77M +133,635 New
BCWM
144
Bartlett & Co Wealth Management
Ohio
$3.52M -$6.78K -240 -0.2%
AIA
145
Armor Investment Advisors
North Carolina
$3.46M +$213K +7,528 +6%
CFP
146
Cascade Financial Partners
California
$3.33M +$4.29K +152 +0.1%
ZRP
147
Zynergy Retirement Planning
New Jersey
$3.32M
UCFA
148
United Capital Financial Advisors
Texas
$3.3M -$99K -3,507 -3%
RGF
149
Retirement Guys Formula
Ohio
$3.28M +$315K +11,167 +10%
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$3.25M +$3.45M +122,076 New

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.