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Schwab Fundamental Emerging Markets Large Company Index ETF

390 hedge funds and large institutions have $6.41B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

17% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 113

9% more capital invested

Capital invested by funds: $5.89B → $6.41B (+$522M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more funds holding

Funds holding: 379390 (+11)

1.51% less ownership

Funds ownership: 83.52%82.01% (-1.5%)

Holders
390
Holders Change
+11
Holders Change %
+2.9%
% of All Funds
5.12%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
52
Increased
132
Reduced
113
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPP
301
Kings Path Partners
Texas
$47.2K +$34 +1 +0.1%
AWM
302
Accredited Wealth Management
Kentucky
$46.5K -$34K -987 -77%
CT
303
Colonial Trust
South Carolina
$45.4K -$2.07K -60 -5%
SGK
304
Steigerwald Gordon & Koch
Virginia
$44K +$42K +1,218 New
PP
305
PFS Partners
New Jersey
$38.6K +$36.8K +1,067 New
SFC
306
SYM Financial Corp
Indiana
$38.5K -$42.2K -1,224 -53%
Russell Investments Group
307
Russell Investments Group
United Kingdom
$37.6K +$24.5K +712 +217%
TIM
308
Tortoise Investment Management
New York
$36.9K
CAL
309
Capital Analysts LLC
Pennsylvania
$36K
MG
310
Mather Group
Illinois
$35.7K +$34K +986 New
FWP
311
FAS Wealth Partners
Kansas
$33.7K
BCWM
312
Bartlett & Co Wealth Management
Ohio
$31.9K +$8.48K +246 +39%
CFD
313
Creative Financial Designs
Indiana
$31.8K -$5.03K -146 -14%
HPIA
314
Hamilton Point Investment Advisors
North Carolina
$30.2K
CFB
315
Cullen/Frost Bankers
Texas
$29.2K +$27.8K +808 New
VNA
316
Valley National Advisers
Pennsylvania
$29K -$1.34K -39 -5%
FFWM
317
Future Financial Wealth Management
Ohio
$28.9K
PK
318
Pflug Koory
Nebraska
$28.9K -$15.1K -437 -35%
BFPW
319
BOK Financial Private Wealth
Colorado
$27K
GWM
320
Geneos Wealth Management
Colorado
$24.3K
HAP
321
Harbor Asset Planning
Massachusetts
$23.5K
Kayne Anderson Rudnick Investment Management
322
Kayne Anderson Rudnick Investment Management
California
$22.8K
PWA
323
Physician Wealth Advisors
Utah
$22.5K -$1.55K -45 -7%
DFA
324
DHJJ Financial Advisors
Illinois
$20.3K -$1.03K -30 -5%
SWM
325
Spire Wealth Management
Virginia
$20K