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Schwab Fundamental Emerging Markets Large Company Index ETF

320 hedge funds and large institutions have $5.72B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+6
Holders Change %
+1.91%
% of All Funds
4.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
39
Increased
124
Reduced
95
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFWM
251
Future Financial Wealth Management
Ohio
$25.8K +$25.8K +800 New
GM
252
GeoWealth Management
Illinois
$25.2K +$25.2K +780 New
BA
253
Bristlecone Advisors
Washington
$24.4K +$24.4K +757 New
BFPW
254
BOK Financial Private Wealth
Colorado
$24.1K
1IA
255
1620 Investment Advisors
Massachusetts
$23.5K
MRCM
256
M&R Capital Management
New Jersey
$21.9K +$161 +5 +0.7%
Kayne Anderson Rudnick Investment Management
257
Kayne Anderson Rudnick Investment Management
California
$20.6K
BCWM
258
Bartlett & Co Wealth Management
Ohio
$20.5K
SPIA
259
Steward Partners Investment Advisory
New York
$20.3K -$968 -30 -5%
GGI
260
Godsey & Gibb Inc
Virginia
$20.2K
SIM
261
Studio Investment Management
Illinois
$19.8K
GWS
262
Glassman Wealth Services
Virginia
$17.7K
GWM
263
Geneos Wealth Management
Colorado
$17.6K -$2.32M -71,780 -99%
SIC
264
SJS Investment Consulting
Ohio
$17.4K -$3.55K -110 -17%
DFA
265
DHJJ Financial Advisors
Illinois
$17.1K
WT
266
Washington Trust
Rhode Island
$16.1K
KWAG
267
Kiely Wealth Advisory Group
North Carolina
$13.9K
MCM
268
MidAtlantic Capital Management
Virginia
$12.8K +$12.8K +396 New
AIC
269
Archer Investment Corporation
Indiana
$11.8K +$4.03K +125 +52%
IRC
270
Investors Research Corp
Georgia
$11.3K
AssetMark Inc
271
AssetMark Inc
California
$10.3K +$9.52K +295 +1,180%
CTWM
272
Cherry Tree Wealth Management
Minnesota
$10.2K
GFPC
273
Global Financial Private Client
Florida
$9.94K
CI
274
Cordant Inc
Oregon
$9.65K
PFBT
275
Parkside Financial Bank & Trust
Missouri
$9.36K +$9.36K +290 New