We are live on ! Find out more
SCHE icon

Schwab Emerging Markets Equity ETF

761 hedge funds and large institutions have $4.01B invested in Schwab Emerging Markets Equity ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 315 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,375% more call options, than puts

Call options by funds: $838K | Put options by funds: $8K

30% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 56

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

1.96% more ownership

Funds ownership: 40.85%42.81% (+2%)

0% more funds holding

Funds holding: 758761 (+3)

11% less capital invested

Capital invested by funds: $4.52B → $4.01B (-$506M)

18% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 315

Holders
761
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
10.2%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
73
Increased
258
Reduced
315
Closed
56
Calls
$838K
Puts
$8K
Net Calls
+$830K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$554M -$9.73M -355,498 -2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$501M -$14.8M -539,058 -3%
HighTower Advisors
3
HighTower Advisors
Illinois
$272M +$40.7M +1,487,984 +18%
US Bancorp
4
US Bancorp
Minnesota
$101M +$75.7M +2,765,078 +311%
SAG
5
SageView Advisory Group
California
$98.9M +$2.97M +108,331 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$63.9M -$698K -25,490 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$62.8M -$1.5M -54,737 -2%
R
8
Rebalance
California
$58.5M +$223K +8,151 +0.4%
MG
9
Mather Group
Illinois
$58.3M +$3.08M +112,472 +6%
RIM
10
Rakuten Investment Management
Japan
$55.6M +$55.1M +2,013,903 New
Morgan Stanley
11
Morgan Stanley
New York
$55.2M +$1.46M +53,332 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$54.5M +$608K +22,228 +1%
WANY
13
Wealthspire Advisors (New York)
New York
$52.1M +$26.1M +952,161 +101%
OWM
14
Orgel Wealth Management
Wisconsin
$51.5M +$2.19M +79,855 +4%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$48M -$3.38M -123,385 -7%
MGIA
16
Moneta Group Investment Advisors
Missouri
$46.7M +$3.04M +110,954 +7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$43.9M -$14.5K -531 -0%
HWA
18
Heartwood Wealth Advisors
Virginia
$42M +$254K +9,289 +0.6%
Mariner
19
Mariner
Kansas
$38.9M -$2.84M -103,774 -7%
KF
20
Krilogy Financial
Missouri
$38.7M +$2.56M +93,672 +7%
Wells Fargo
21
Wells Fargo
California
$36.9M +$2.25M +82,076 +7%
CHA
22
Cooper/Haims Advisors
New York
$34.2M +$528K +19,305 +2%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$32.7M +$747K +27,298 +2%
BWA
24
BlueSky Wealth Advisors
North Carolina
$31.3M +$363K +13,269 +1%
HSA
25
HBK Sorce Advisory
Pennsylvania
$31.3M +$11.3M +414,342 +58%

SCHE Hedge Fund Activity: Q1 2025 in Review

761 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q1 2025, worth a combined $4.01B — down 11% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SCHE positions and 56 closed out — a net gain of 17 holders — while 258 added to existing stakes and 315 trimmed.

The largest buyer was US Bancorp, adding an estimated $75.7M. The largest seller was Jane Street, cutting an estimated $18.6M.

  • 761 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q1 2025, up from 758 in Q4 2024.
  • Funds reported $4.01B of Schwab Emerging Markets Equity ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 73 funds opened new Schwab Emerging Markets Equity ETF positions in Q1 2025 and 56 closed out, a net change of +17 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q1 2025 was US Bancorp, an estimated $75.7M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q1 2025 was Jane Street, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2025.