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Schwab Fundamental Emerging Markets Large Company Index ETF

469 hedge funds and large institutions have $7.16B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 129

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

9% more funds holding

Funds holding: 430469 (+39)

7% more capital invested

Capital invested by funds: $6.67B → $7.16B (+$492M)

1.27% less ownership

Funds ownership: 81.55%80.28% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $318K

Holders
469
Holders Change
+39
Holders Change %
+9.07%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
72
Increased
165
Reduced
129
Closed
21
Calls
Puts
$318K
Net Calls
-$318K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$4.74B +$40.9M +1,060,058 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$592M -$43M -1,113,841 -7%
Morgan Stanley
3
Morgan Stanley
New York
$144M -$11.7M -303,607 -7%
Bank of America
4
Bank of America
North Carolina
$107M +$24.8M +641,952 +30%
Victory Capital Management
5
Victory Capital Management
Texas
$85.2M +$7.88M +204,418 +10%
BWL
6
Bogart Wealth LLC
Virginia
$71.1M +$125K +3,254 +0.2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$54.4M +$2.6M +67,526 +5%
FM
8
Foster & Motley
Ohio
$47.5M -$864K -22,395 -2%
Wells Fargo
9
Wells Fargo
California
$44.7M -$996K -25,841 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$39.1M +$13.6M +351,764 +52%
UA
11
Unison Advisors
District of Columbia
$37.2M -$1M -25,937 -3%
MIM
12
Morningstar Investment Management
Illinois
$27.7M +$883K +22,898 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$27.6M +$3.84M +99,501 +16%
AIP
14
Almanack Investment Partners
Pennsylvania
$27.2M +$512K +13,265 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$25.5M -$16.2M -419,860 -39%
UBS Group
16
UBS Group
Switzerland
$24.9M +$3.3M +85,514 +15%
KLI
17
Kelman-Lazarov Inc
Tennessee
$22.8M -$501K -13,003 -2%
AC
18
AlphaCore Capital
California
$22.7M -$149K -3,859 -0.6%
JBA
19
Johnson Bixby & Associates
Washington
$21.9M +$1.51M +39,120 +7%
SSWG
20
Seven Springs Wealth Group
Tennessee
$21.6M +$4.24M +109,823 +24%
RCA
21
Resonant Capital Advisors
Wisconsin
$21.3M -$3.19M -82,632 -13%
AL
22
Aspiriant LLC
California
$20.8M +$102K +2,644 +0.5%
ECM
23
Elgethun Capital Management
South Dakota
$20.7M +$117K +3,028 +0.6%
LPL Financial
24
LPL Financial
California
$20.6M +$3.3M +85,535 +19%
PS
25
Principal Securities
Iowa
$19.7M +$1.47M +38,248 +8%