We are live on ! Find out more
SCHE icon

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
CSIA
1
Charles Schwab Investment Advisory
California
$2.15B +$34M +1,381,789 +2%
Creative Planning
2
Creative Planning
Kansas
$589M -$35.8M -1,457,631 -6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$503M -$1.78M -72,466 -0.4%
Charles Schwab
4
Charles Schwab
California
$308M +$4.6M +187,189 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$147M +$32.8M +1,336,611 +30%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$70.9M -$5.78M -235,073 -8%
Jane Street
7
Jane Street
New York
$69.9M +$66.8M +2,719,430 +5,411%
MG
8
Mather Group
Illinois
$62.5M -$921K -37,480 -1%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$61.3M -$1.24M -50,641 -2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$57M -$7.91M -322,054 -13%
Morgan Stanley
11
Morgan Stanley
New York
$47.3M -$42.4M -1,727,308 -48%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$46.7M -$1.54M -62,495 -3%
R
13
Rebalance
California
$44.9M +$1.07M +43,356 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$41.2M -$2.62M -106,465 -6%
HWA
15
Heartwood Wealth Advisors
Virginia
$37.4M -$7.71M -313,768 -17%
OWM
16
Orgel Wealth Management
Wisconsin
$36.5M +$13.1M +532,740 +58%
KF
17
Krilogy Financial
Missouri
$33.5M +$766K +31,178 +2%
MGIA
18
Moneta Group Investment Advisors
Missouri
$32.9M +$6.59M +268,251 +26%
RIM
19
Rakuten Investment Management
Japan
$31.9M +$3.63M +147,700 +13%
ML
20
McAdam LLC
Pennsylvania
$31.6M +$3.41M +138,586 +12%
Mariner
21
Mariner
Kansas
$30.6M +$1.89M +77,017 +7%
CHA
22
Cooper/Haims Advisors
New York
$30.2M +$3.13M +127,517 +12%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$27.2M +$25.6M +1,040,844 +2,747%
KFC
24
Klingenstein Fields & Co
New York
$27.2M -$89.3K -3,634 -0.3%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$26.6M -$820K -33,350 -3%

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.