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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
FI
176
FIDELIS iM
Oregon
$2.68M -$533K -18,882 -16%
KCM
177
Kathmere Capital Management
Pennsylvania
$2.64M -$35.4K -1,255 -1%
BP
178
BCK Partners
New York
$2.64M -$856K -30,335 -23%
GVAG
179
Great Valley Advisor Group
Delaware
$2.62M -$178K -6,308 -6%
CCA
180
Cobblestone Capital Advisors
New York
$2.61M -$37.7K -1,334 -1%
AWS
181
Atria Wealth Solutions
New York
$2.59M +$777K +27,514 +39%
PRS
182
Pinkerton Retirement Specialists
Idaho
$2.59M +$89.6K +3,175 +3%
LF
183
Lee Financial
Texas
$2.55M -$3.47K -123 -0.1%
SDWMA
184
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.53M -$67.8K -2,400 -2%
EWA
185
EP Wealth Advisors
California
$2.53M -$74.5K -2,640 -3%
LIM
186
Leavell Investment Management
Alabama
$2.51M +$15.5K +549 +0.6%
FWP
187
FAS Wealth Partners
Kansas
$2.46M -$101K -3,564 -4%
QCG
188
Quadrant Capital Group
Ohio
$2.44M -$190K -6,720 -7%
Bank of New York Mellon
189
Bank of New York Mellon
New York
$2.44M -$15.2M -538,030 -85%
SI
190
Stonekeep Investments
New Mexico
$2.42M -$143K -5,050 -5%
HCM
191
Hengehold Capital Management
Ohio
$2.42M -$42.4K -1,503 -2%
HFS
192
Howard Financial Services
Texas
$2.41M +$61.4K +2,174 +2%
ACM
193
Arcataur Capital Management
Wisconsin
$2.39M -$4.66K -165 -0.2%
WPA
194
West Paces Advisors
Georgia
$2.38M +$64.2K +2,275 +3%
IFS
195
Ifrah Financial Services
Arkansas
$2.37M +$25K +885 +1%
CFMC
196
Curbstone Financial Management Corp
New Hampshire
$2.37M -$18.4K -650 -0.7%
AWM
197
AllSquare Wealth Management
New York
$2.35M +$2.6K +92 +0.1%
AAS
198
Asset Allocation Strategies
Michigan
$2.34M +$1.17M +41,572 +96%
EWA
199
Etesian Wealth Advisors
Oregon
$2.33M +$76.6K +2,712 +3%
MFGP
200
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.22M +$51.7K +1,832 +2%

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.