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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$809M +$30.7K +1,087 +4%
Creative Planning
2
Creative Planning
Kansas
$544M -$22.4M -794,379 -4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$498M -$14.5M -512,963 -3%
HighTower Advisors
4
HighTower Advisors
Illinois
$223M +$15.8M +559,276 +7%
SAG
5
SageView Advisory Group
California
$92.6M +$17.9M +634,282 +22%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$62.4M +$809K +28,661 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$62.1M -$2.84M -100,647 -4%
R
8
Rebalance
California
$56.3M +$1.65M +58,482 +3%
MG
9
Mather Group
Illinois
$53.3M -$954K -33,790 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$52.1M +$2.88M +102,121 +6%
Morgan Stanley
11
Morgan Stanley
New York
$51.9M +$1.13M +40,118 +2%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$49.6M -$1.7M -60,189 -3%
OWM
13
Orgel Wealth Management
Wisconsin
$47.7M +$2.35M +83,348 +5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$42.4M +$1.16M +40,943 +3%
MGIA
15
Moneta Group Investment Advisors
Missouri
$42.1M +$1.53M +54,141 +4%
HWA
16
Heartwood Wealth Advisors
Virginia
$40.3M +$376K +13,316 +0.9%
Mariner
17
Mariner
Kansas
$40.3M +$10.4M +369,614 +32%
KF
18
Krilogy Financial
Missouri
$34.9M +$565K +20,021 +2%
Wells Fargo
19
Wells Fargo
California
$33.5M +$2.36M +83,701 +7%
CHA
20
Cooper/Haims Advisors
New York
$32.5M -$124K -4,400 -0.4%
ML
21
McAdam LLC
Pennsylvania
$32.4M -$2.45M -86,874 -7%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$30.8M +$2.54M +89,975 +8%
BWA
23
BlueSky Wealth Advisors
North Carolina
$29.9M -$230K -8,137 -0.7%
RRWA
24
Rainey & Randall Wealth Advisors
Florida
$27.6M +$1.61M +57,018 +6%
JFG
25
JMG Financial Group
Illinois
$25.4M +$584K +20,696 +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.