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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
GC
201
Grimes & Company
Massachusetts
$2.21M +$96.9K +3,431 +4%
OFG
202
Orcam Financial Group
California
$2.2M +$202K +7,155 +9%
HW
203
Hancock Whitney
Mississippi
$2.18M +$37.2K +1,318 +2%
Betterment LLC
204
Betterment LLC
New York
$2.14M +$38.1K +1,348 +2%
OPWM
205
Oakwell Private Wealth Management
Texas
$2.11M -$553K -19,587 -20%
TIM
206
Tortoise Investment Management
New York
$2.11M -$47.4K -1,678 -2%
AMG
207
Asset Management Group
Connecticut
$2.1M -$45.1K -1,599 -2%
BSHC
208
Breed's Hill Capital
Massachusetts
$2.09M
CFGA
209
Cambridge Financial Group (Arizona)
Arizona
$2.08M +$4.91K +174 +0.2%
PAG
210
Private Advisor Group
New Jersey
$2.08M +$75.5K +2,676 +4%
BIM
211
Breakwater Investment Management
Washington
$2.08M -$110K -3,903 -5%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$2.05M -$52.2K -1,848 -2%
KW
213
Keyvantage Wealth
Pennsylvania
$2.03M +$2.16M +76,371 New
NFTC
214
North Forty Two & Co
Oregon
$2.03M +$2.15M +76,221 New
MA
215
Mutual Advisors
Nebraska
$2.03M -$68.3K -2,419 -3%
Citadel Advisors
216
Citadel Advisors
Florida
$1.96M +$1.21M +42,704 +138%
AF
217
Allworth Financial
California
$1.94M +$389K +13,781 +24%
LPAM
218
Lodestar Private Asset Management
California
$1.94M +$108K +3,829 +6%
AIM
219
Anchor Investment Management
South Carolina
$1.93M -$38.3K -1,355 -2%
RWA
220
Roberts Wealth Advisors
California
$1.93M -$16.2K -574 -0.8%
OFP
221
OLIO Financial Planning
Virginia
$1.92M -$4.94M -174,862 -71%
CWM
222
Chesapeake Wealth Management
Virginia
$1.9M +$23.5K +832 +1%
AWM
223
Avior Wealth Management
Nebraska
$1.85M -$243K -8,612 -11%
VA
224
Valmark Advisers
Ohio
$1.82M +$270K +9,580 +16%
JCIA
225
Jackson Creek Investment Advisors
Colorado
$1.8M -$18.7K -664 -1%

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.