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Schwab Emerging Markets Equity ETF

727 hedge funds and large institutions have $4.09B invested in Schwab Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 261 increasing their positions, 305 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,517% more call options, than puts

Call options by funds: $817K | Put options by funds: $6K

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

1% more funds holding

Funds holding: 721727 (+6)

14% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 305

28.88% less ownership

Funds ownership: 70.96%42.08% (-29%)

35% less capital invested

Capital invested by funds: $6.28B → $4.09B (-$2.18B)

Holders
727
Holders Change
+6
Holders Change %
+0.83%
% of All Funds
10.44%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.47%
New
54
Increased
261
Reduced
305
Closed
39
Calls
$817K
Puts
$6K
Net Calls
+$811K
Net Calls Change
+$450K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthShield Partners
North Carolina
$3.39M -$165K -6,099 -5%
M
152
MYeCFO
California
$3.37M -$90.3K -3,335 -3%
ZRP
153
Zynergy Retirement Planning
New Jersey
$3.32M -$23.8K -878 -0.8%
RGF
154
Retirement Guys Formula
Ohio
$3.26M -$63.3K -2,339 -2%
SS
155
Sunbelt Securities
Texas
$3.25M +$20.6K +762 +0.7%
OFG
156
Omega Financial Group
California
$3.24M -$312K -11,529 -9%
EFG
157
Ethos Financial Group
Pennsylvania
$3.2M +$70.5K +2,606 +2%
SFP
158
Strategic Financial Planning
Texas
$3.18M -$129K -4,761 -4%
BWL
159
Bogart Wealth LLC
Virginia
$3.16M -$77K -2,846 -3%
VCM
160
Vivaldi Capital Management
Illinois
$3.16M +$59.4K +2,196 +2%
GG
161
Gleason Group
Kentucky
$3.11M +$923K +34,094 +47%
BOPW
162
Brandywine Oak Private Wealth
Pennsylvania
$3.1M -$595 -22 -0%
GVAG
163
Great Valley Advisor Group
Delaware
$3.06M -$27 -1 -0%
KHC
164
Koesten Hirschmann & Crabtree
Kansas
$3.04M -$47.5K -1,756 -2%
Ameriprise
165
Ameriprise
Minnesota
$2.98M -$140K -5,154 -5%
PWMG
166
Pioneer Wealth Management Group
Texas
$2.98M -$155K -5,734 -5%
YIH
167
Y-Intercept (HK)
Hong Kong
$2.94M +$2.73M +100,708 New
KCM
168
Kathmere Capital Management
Pennsylvania
$2.93M -$65.2K -2,410 -2%
CCA
169
Cobblestone Capital Advisors
New York
$2.89M -$36.7K -1,357 -1%
CP
170
Creekside Partners
California
$2.89M -$112K -4,123 -4%
BPWM
171
Badgley Phelps Wealth Managers
Washington
$2.89M -$7.96K -294 -0.3%
OPWM
172
Oakwell Private Wealth Management
Texas
$2.88M -$203K -7,482 -7%
QCG
173
Quadrant Capital Group
Ohio
$2.87M -$49.4K -1,825 -2%
EWA
174
EP Wealth Advisors
California
$2.85M +$244K +9,022 +10%
SDWMA
175
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.84M -$76.3K -2,820 -3%

SCHE Hedge Fund Activity: Q3 2024 in Review

727 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q3 2024, worth a combined $4.09B — down 35% from $6.28B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SCHE positions and 39 closed out — a net gain of 15 holders — while 261 added to existing stakes and 305 trimmed.

The largest buyer was US Bancorp, adding an estimated $102M. The largest seller was Charles Schwab, exiting entirely with an estimated $2.63B sold.

  • 727 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q3 2024, up from 721 in Q2 2024.
  • Funds reported $4.09B of Schwab Emerging Markets Equity ETF stock for Q3 2024, down 35% quarter-over-quarter.
  • 54 funds opened new Schwab Emerging Markets Equity ETF positions in Q3 2024 and 39 closed out, a net change of +15 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q3 2024 was US Bancorp, an estimated $102M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $2.63B sold.

Based on aggregated 13F filings for Q3 2024.