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Schwab Fundamental Emerging Markets Large Company Index ETF

314 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
4.57%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
96
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$66.2K +$3.11K +105 +5%
BIM
227
Breakwater Investment Management
Washington
$66.1K
KPP
228
Kings Path Partners
Texas
$64.5K +$64.5K +2,180 New
CA
229
Continuum Advisory
Idaho
$62.9K +$16.5K +557 +36%
HI
230
Harbour Investments
Wisconsin
$59.3K -$18.5K -626 -24%
MA
231
MCF Advisors
Kentucky
$57.1K +$21.4K +722 +60%
FGAM
232
Financial Gravity Asset Management
Texas
$55.4K
HR
233
Howe & Rusling
New York
$54.3K +$9.67K +327 +22%
CAL
234
Capital Analysts LLC
Pennsylvania
$53K +$53K +1,807 New
MG
235
Mather Group
Illinois
$46.3K +$9.94K +358 +27%
BF
236
BOK Financial
Oklahoma
$44.4K +$44.4K +1,500 New
CFD
237
Creative Financial Designs
Indiana
$39.4K -$177 -6 -0.4%
AWM
238
Abound Wealth Management
Tennessee
$35.7K
SFC
239
SYM Financial Corp
Indiana
$31.5K +$31.5K +1,066 New
IHWM
240
Iron Horse Wealth Management
Iowa
$31.1K +$31.1K +1,051 New
TIM
241
Tortoise Investment Management
New York
$30.2K
VNA
242
Valley National Advisers
Pennsylvania
$28K -$8.37K -287 -23%
ACA
243
American Capital Advisory
Idaho
$27.7K +$1.33K +49 +5%
FWP
244
FAS Wealth Partners
Kansas
$27.5K
TWP
245
Triad Wealth Partners
Kansas
$25.9K +$25.9K +876 New
HPIA
246
Hamilton Point Investment Advisors
North Carolina
$24.9K
BFPW
247
BOK Financial Private Wealth
Colorado
$22.3K -$7K -235 -24%
SP
248
SWS Partners
Ohio
$22.2K +$22.2K +750 New
MRCM
249
M&R Capital Management
New Jersey
$19.9K
SPIA
250
Steward Partners Investment Advisory
New York
$19.5K