Schwab Emerging Markets Equity ETF
SCHE
Market cap $9.17B

26.91 USD

+0.13

0.49%

At close Dec 20, 4:00 PM EST

1 day

0.49%

5 days

-1.50%

1 month

-2.89%

3 months

-2.61%

6 months

0.60%

Year to date

10.02%

1 year

12.74%

5 years

-1.10%

10 years

13.07%

0

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

13,517% more call options, than puts

Call options by funds: $817K | Put options by funds: $6K

19% more funds holding in top 10

Funds holding in top 10: 26 [Q2] → 31 (+5) [Q3]

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% more funds holding

Funds holding: 709 [Q2] → 711 (+2) [Q3]

17% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 301

30.05% less ownership

Funds ownership: 71.02% [Q2] → 40.97% (-30.05%) [Q3]

36% less capital invested

Capital invested by funds: $6.27B [Q2] → $4.02B (-$2.25B) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for SCHE.

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Financial journalist opinion

SCHE ETF: Not A Buy, But Not The Worst Option Around Either

SCHE is a 14-year-old ETF offering exposure to over 2000 stocks from 20 emerging markets, generating 17% returns in the past year. When compared to VWO the largest EM-themed ETF, SCHE doesn't have any major flaws, but the former still offers an edge with its structural qualities. We close with some thoughts on why SCHE's portfolio of EM equities may not be the worst idea around.

SCHE ETF: Not A Buy, But Not The Worst Option Around Either

SCHE: I See More Downside Than Upside For Emerging Markets (Rating Downgrade)

The article evaluates the Schwab Emerging Markets Equity ETF and I downgrade my outlook to "hold" due to headwinds and under-performance compared to the S&P 500.

SCHE: I See More Downside Than Upside For Emerging Markets (Rating Downgrade)

SCHE: Great Fund, Terrible Cycle

Schwab Emerging Markets Equity ETF aims to track the performance of the FTSE Emerging Index and offers exposure to over 20 emerging market countries. Top holdings of SCHE include Taiwan Semiconductor Manufacturing Company, Tencent Holdings, Alibaba Group Holding, Reliance Industries, and HDFC Bank. The Fund provides a well-diversified sector composition and regional exposure, mitigating concentration risks and offering exposure to various industries and emerging market countries.

If Korea's Stock Market Follows Japan, Many Emerging Markets Funds Won't Have It

By Jeff Weniger, CFA, Head of Equity Strategy Key Takeaways South Korea's classification as an “emerging” or “developed” market affects funds' allocations, with some emerging markets funds having no exposure to the country. The “Korea Discount” refers to the low valuations placed on South Korea's stocks relative to stocks in other countries.

Zacks Investment Research

Unlock Opportunities With Emerging Market ETFs

Supported by the ongoing U.S.-led global economic growth, the macroeconomic outlook for emerging markets seems to be improving since late 2023. Encouraging indicators favoring the growth potential of EMs can result in investors shifting their focus away from the latter.

Unlock Opportunities With Emerging Market ETFs

Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures

Emerging markets continued to expand at a solid pace midway into the first quarter of 2024, supported by broad-based expansion across both manufacturing and service sectors.

EM Central Banks: More Easing In The Cards?

Emerging markets have taken solace in the view that the U.S. hiking cycle is over, helping deliver strong returns in 2023. Slowing global inflation has been due to sharply lower core goods inflation, while service prices have remained stickier.

Are Chinese Stocks Un-Investable?

By Ed Agostino After the great financial crisis, China's appetite for commodities and technology fueled a global economic recovery. The rest of the world recovered and then grew, largely on the back of China's incredible transformation.

Are Chinese Stocks Un-Investable?

SCHE: Diversifying Through Emerging Markets In 2024

SCHE primarily invests in mid and large caps, with minimal exposure to small caps, and has a low expense ratio and high liquidity. The ETF has underperformed in recent years due to overexposure to China, while other less-exposed markets performed better. In my opinion, the outlook for emerging markets in 2024 will be neutral, with uncertainties in China and Taiwan.

Emerging Markets Conclude 2023 On Better Note Than Developed Markets

Emerging markets will also be looking closely at economic conditions in mainland China, which will be a key determinant of broader emerging market growth in 2024. A key reason for diverging emerging and developed market performance was the marked variation in demand conditions.

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