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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
AFP
176
Ausdal Financial Partners
Iowa
$2.82M +$165K +6,114 +7%
KIG
177
Kowal Investment Group
Wisconsin
$2.81M +$447K +16,511 +21%
SI
178
Stonekeep Investments
New Mexico
$2.8M +$60K +2,216 +2%
LF
179
Lee Financial
Texas
$2.8M -$677 -25 -0%
FWP
180
FAS Wealth Partners
Kansas
$2.79M -$113K -4,189 -4%
PRS
181
Pinkerton Retirement Specialists
Idaho
$2.74M +$195K +7,208 +8%
LIM
182
Leavell Investment Management
Alabama
$2.74M -$167K -6,170 -6%
HCM
183
Hengehold Capital Management
Ohio
$2.69M -$22.7K -838 -0.9%
ACM
184
Arcataur Capital Management
Wisconsin
$2.62M -$8.85K -327 -0.4%
PSA
185
Plum Street Advisors
Louisiana
$2.61M +$25.7K +949 +1%
CFMC
186
Curbstone Financial Management Corp
New Hampshire
$2.61M +$5.41K +200 +0.2%
HFS
187
Howard Financial Services
Texas
$2.58M +$205K +7,592 +9%
IFS
188
Ifrah Financial Services
Arkansas
$2.57M +$50.5K +1,864 +2%
AWM
189
AllSquare Wealth Management
New York
$2.57M +$101K +3,739 +4%
WPA
190
West Paces Advisors
Georgia
$2.55M
EWA
191
Etesian Wealth Advisors
Oregon
$2.47M -$769K -28,422 -25%
BIM
192
Breakwater Investment Management
Washington
$2.39M +$96.4K +3,563 +5%
MFGP
193
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.38M -$25.9K -957 -1%
TIM
194
Tortoise Investment Management
New York
$2.36M -$337K -12,443 -13%
AMG
195
Asset Management Group
Connecticut
$2.35M -$48.8K -1,802 -2%
HW
196
Hancock Whitney
Mississippi
$2.35M -$2.62M -96,863 -55%
GC
197
Grimes & Company
Massachusetts
$2.32M +$153K +5,651 +8%
Betterment LLC
198
Betterment LLC
New York
$2.31M +$127K +4,682 +6%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$2.3M -$624K -23,041 -23%
BSHC
200
Breed's Hill Capital
Massachusetts
$2.29M

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.