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Schwab Emerging Markets Equity ETF

727 hedge funds and large institutions have $5.94B invested in Schwab Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 221 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 58

1% more capital invested

Capital invested by funds: $5.9B → $5.94B (+$40.6M)

1% less funds holding

Funds holding: 736727 (-9)

3.64% less ownership

Funds ownership: 73.55%69.91% (-3.6%)

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

35% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 338

Holders
727
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
10.47%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.36%
New
60
Increased
221
Reduced
338
Closed
58
Calls
$657K
Puts
Net Calls
+$657K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
MFGP
201
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.99M -$5.7K -232 -0.3%
BSHC
202
Breed's Hill Capital
Massachusetts
$1.98M -$49.8K -2,025 -3%
BIM
203
Breakwater Investment Management
Washington
$1.97M +$1.92M +78,094 New
HFS
204
Howard Financial Services
Texas
$1.97M +$253K +10,315 +15%
APP
205
Avantax Planning Partners
Iowa
$1.96M +$1.91M +77,770 New
SIA
206
Soltis Investment Advisors
Utah
$1.95M +$825K +33,578 +77%
OFG
207
Orcam Financial Group
California
$1.9M
VBWMG
208
Von Berge Wealth Management Group
California
$1.87M +$474K +19,301 +35%
FAG
209
Financial Advisory Group
Texas
$1.86M -$495K -20,136 -21%
RWA
210
Roberts Wealth Advisors
California
$1.85M
GC
211
Grimes & Company
Massachusetts
$1.85M -$78.5K -3,195 -4%
AWM
212
Apollon Wealth Management
South Carolina
$1.85M -$527K -21,464 -23%
GG
213
Gleason Group
Kentucky
$1.83M
AIM
214
AMI Investment Management
Indiana
$1.83M -$45K -1,833 -2%
JCIA
215
Jackson Creek Investment Advisors
Colorado
$1.81M +$42.6K +1,732 +2%
GCP
216
GSA Capital Partners
United Kingdom
$1.8M -$978K -39,792 -36%
IWMA
217
Ironwood Wealth Management (Arizona)
Arizona
$1.78M -$21K -854 -1%
LPAM
218
Lodestar Private Asset Management
California
$1.77M +$37.8K +1,538 +2%
FFN
219
Focus Financial Network
Minnesota
$1.74M -$174K -7,064 -9%
FPCP
220
Fort Point Capital Partners
California
$1.73M +$4.42K +180 +0.3%
BF
221
Blankinship & Foster
California
$1.69M -$299K -12,151 -15%
FNC
222
First National Corp
Massachusetts
$1.68M -$8.6K -350 -0.5%
CWM
223
Chesapeake Wealth Management
Virginia
$1.67M -$14K -568 -0.8%
CCWA
224
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.67M -$1.98M -80,669 -55%
KIG
225
Kowal Investment Group
Wisconsin
$1.63M +$410K +16,692 +35%

SCHE Hedge Fund Activity: Q1 2024 in Review

727 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2024, worth a combined $5.94B — up 0.69% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SCHE positions and 58 closed out — a net gain of 2 holders — while 221 added to existing stakes and 338 trimmed.

The largest buyer was Jane Street, adding an estimated $66.8M. The largest seller was Cerity Partners, cutting an estimated $227M.

  • 727 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2024, down from 736 in Q4 2023.
  • Funds reported $5.94B of Schwab Emerging Markets Equity ETF stock for Q1 2024, up 0.69% quarter-over-quarter.
  • 60 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2024 and 58 closed out, a net change of +2 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2024 was Jane Street, an estimated $66.8M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2024 was Cerity Partners, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2024.