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Schwab Emerging Markets Equity ETF

721 hedge funds and large institutions have $6.28B invested in Schwab Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 222 increasing their positions, 317 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

6% more capital invested

Capital invested by funds: $5.94B → $6.28B (+$335M)

1.05% more ownership

Funds ownership: 69.91%70.96% (+1.1%)

6% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 52

1% less funds holding

Funds holding: 727721 (-6)

30% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 317

Holders
721
Holders Change
-6
Holders Change %
-0.83%
% of All Funds
10.41%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.4%
New
55
Increased
222
Reduced
317
Closed
52
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$2.63B +$2.27B +87,018,055 +714%
Creative Planning
2
Creative Planning
Kansas
$588M -$31.4M -1,206,101 -5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$521M -$8.62M -330,877 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$193M +$37.3M +1,430,319 +25%
SAG
5
SageView Advisory Group
California
$85.2M +$83.6M +3,209,191 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$66.9M -$7.61M -291,924 -10%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$63.5M -$1,000K -38,367 -2%
MG
8
Mather Group
Illinois
$60.6M -$3.15M -120,702 -5%
Morgan Stanley
9
Morgan Stanley
New York
$54.8M +$5.01M +192,241 +10%
R
10
Rebalance
California
$51.9M +$4.53M +173,665 +10%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$51.6M -$6.08M -233,102 -11%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$49.4M +$197K +7,575 +0.4%
OWM
13
Orgel Wealth Management
Wisconsin
$43.3M +$4.88M +187,257 +13%
HWA
14
Heartwood Wealth Advisors
Virginia
$39.7M +$277K +10,635 +0.7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$38.6M -$4.59M -176,294 -11%
ML
16
McAdam LLC
Pennsylvania
$36.7M +$3.41M +130,870 +10%
MGIA
17
Moneta Group Investment Advisors
Missouri
$36.5M +$1.87M +71,566 +5%
RIM
18
Rakuten Investment Management
Japan
$36.3M +$2.73M +104,840 +8%
KF
19
Krilogy Financial
Missouri
$34.9M -$262K -10,061 -0.8%
CHA
20
Cooper/Haims Advisors
New York
$32.1M +$318K +12,210 +1%
Mariner
21
Mariner
Kansas
$30.6M -$1.54M -58,994 -5%
BWA
22
BlueSky Wealth Advisors
North Carolina
$28.8M +$28.3M +1,084,906 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$28.1M +$100K +3,839 +0.4%
KFC
24
Klingenstein Fields & Co
New York
$27.7M -$899K -34,487 -3%
Wells Fargo
25
Wells Fargo
California
$26.7M +$1.56M +59,949 +6%

SCHE Hedge Fund Activity: Q2 2024 in Review

721 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q2 2024, worth a combined $6.28B — up 5.6% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHE positions and 52 closed out — a net gain of 3 holders — while 222 added to existing stakes and 317 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.27B. The largest seller was Jane Street, cutting an estimated $64M.

  • 721 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q2 2024, down from 727 in Q1 2024.
  • Funds reported $6.28B of Schwab Emerging Markets Equity ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 55 funds opened new Schwab Emerging Markets Equity ETF positions in Q2 2024 and 52 closed out, a net change of +3 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $2.27B added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q2 2024 was Jane Street, an estimated $64M sold.

Based on aggregated 13F filings for Q2 2024.