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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
M
151
MYeCFO
California
$3.16M -$130K -4,980 -4%
FI
152
FIDELIS iM
Oregon
$3.08M -$5.63K -216 -0.2%
PWM
153
Perigon Wealth Management
California
$3.08M +$60.6K +2,326 +2%
ZRP
154
Zynergy Retirement Planning
New Jersey
$3.05M +$2.99M +114,802 New
RGF
155
Retirement Guys Formula
Ohio
$3.03M -$147K -5,633 -5%
FCM
156
Fortis Capital Management
Washington
$3.03M +$120K +4,622 +4%
SFP
157
Strategic Financial Planning
Texas
$3.02M -$488K -18,723 -14%
AIA
158
Armor Investment Advisors
North Carolina
$3.02M +$317K +12,177 +12%
EWA
159
Etesian Wealth Advisors
Oregon
$3M -$272K -10,427 -8%
BWL
160
Bogart Wealth LLC
Virginia
$2.96M -$50.4K -1,935 -2%
SS
161
Sunbelt Securities
Texas
$2.93M +$217K +8,320 +8%
PWMG
162
Pioneer Wealth Management Group
Texas
$2.86M -$216K -8,274 -7%
Ameriprise
163
Ameriprise
Minnesota
$2.85M +$219K +8,412 +9%
EFG
164
Ethos Financial Group
Pennsylvania
$2.85M +$97.8K +3,754 +4%
OPWM
165
Oakwell Private Wealth Management
Texas
$2.82M
VCM
166
Vivaldi Capital Management
Illinois
$2.82M -$12.7K -488 -0.5%
BOPW
167
Brandywine Oak Private Wealth
Pennsylvania
$2.82M +$24.1K +923 +0.9%
GVAG
168
Great Valley Advisor Group
Delaware
$2.78M -$43.9K -1,684 -2%
CP
169
Creekside Partners
California
$2.74M +$2.69M +103,199 New
KCM
170
Kathmere Capital Management
Pennsylvania
$2.73M -$50.7K -1,944 -2%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$2.71M -$988K -37,922 -27%
KHC
172
Koesten Hirschmann & Crabtree
Kansas
$2.67M
CCA
173
Cobblestone Capital Advisors
New York
$2.67M -$59.7K -2,289 -2%
QCG
174
Quadrant Capital Group
Ohio
$2.66M +$75.3K +2,890 +3%
SDWMA
175
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.66M -$39.2K -1,503 -1%

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.