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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: 431469 (+38)

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
+38
Holders Change %
+8.82%
% 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
NGA
276
Naples Global Advisors
Florida
$305K +$10.5K +273 +4%
MWA
277
Medallion Wealth Advisors
Connecticut
$303K +$18.1K +469 +6%
DC
278
Davenport & Co
Virginia
$302K +$305K +7,902 New
IA
279
Integrity Alliance
Iowa
$296K +$1.81K +47 +0.6%
CIA
280
Capital Investment Advisors
Georgia
$296K +$298K +7,733 New
TGAM
281
TBH Global Asset Management
Tennessee
$287K +$289K +7,501 New
NEPWA
282
New England Private Wealth Advisors
Massachusetts
$285K +$3.28K +85 +1%
DOA
283
D'Orazio & Associates
Virginia
$284K
SPIA
284
Steward Partners Investment Advisory
New York
$281K -$1K -26 -0.4%
Squarepoint
285
Squarepoint
New York
$280K +$283K +7,330 New
MAS
286
MPWM Advisory Solutions
Georgia
$280K +$283K +7,328 New
BFA
287
Ballast Financial Advisors
Pennsylvania
$278K -$8.95K -232 -3%
AP
288
Appleton Partners
Massachusetts
$277K
TWM
289
Timmons Wealth Management
Massachusetts
$275K -$23.1K -600 -8%
FSWA
290
Financial Synergies Wealth Advisors
Texas
$273K -$1.04K -27 -0.4%
RIA
291
Regal Investment Advisors
Michigan
$268K +$270K +7,001 New
IWA
292
IVC Wealth Advisors
Pennsylvania
$264K +$266K +6,901 New
B
293
Bedminster
South Carolina
$258K
CAMG
294
CWA Asset Management Group
Florida
$256K
SEI Investments
295
SEI Investments
Pennsylvania
$252K
PFGWM
296
Price Financial Group Wealth Management
Oregon
$250K
AAP
297
Arax Advisory Partners
Colorado
$249K +$111K +2,884 +79%
NP
298
NorthRock Partners
Minnesota
$247K +$249K +6,448 New
Truist Financial
299
Truist Financial
North Carolina
$245K -$43K -1,116 -15%
CAC
300
Certified Advisory Corp
Florida
$244K