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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
JBA
26
Johnson Bixby & Associates
Washington
$15.6M +$406K +11,793 +3%
LPL Financial
27
LPL Financial
California
$15.2M +$5.15M +149,557 +55%
CST
28
Charles Schwab Trust
Nevada
$14M +$732K +21,251 +6%
MWP
29
Moller Wealth Partners
$13.3M -$323K -9,385 -2%
KCM
30
Kathmere Capital Management
Pennsylvania
$13M +$62.7K +1,820 +0.5%
CWM
31
Cabot Wealth Management
Massachusetts
$11.7M +$9.41K +273 +0.1%
PC
32
Prairiewood Capital
North Dakota
$11.5M +$389K +11,286 +4%
ML
33
McAdam LLC
Pennsylvania
$11.4M -$202K -5,860 -2%
CCM
34
Chilton Capital Management
Texas
$11.4M -$1.21K -35 -0%
CL
35
COWA LLC
Oklahoma
$11.1M +$1.05M +30,350 +11%
NHC
36
Nicholas Hoffman & Company
Georgia
$11M +$1.46M +42,353 +16%
WA
37
Waterford Advisors
New York
$10.3M +$2.46M +71,263 +33%
EWA
38
Exencial Wealth Advisors
Oklahoma
$10.3M -$215K -6,232 -2%
TF
39
Tandem Financial
Colorado
$10.2M +$884K +25,662 +10%
CFO
40
CVA Family Office
Colorado
$10M +$1.19M +34,430 +14%
SWA
41
Sax Wealth Advisors
New Jersey
$8.95M +$1.98M +57,490 +30%
JP Morgan Chase
42
JP Morgan Chase
New York
$8.65M +$1.25M +36,332 +18%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$8.4M +$1.69M +48,901 +27%
SA
44
Sanctuary Advisors
Indiana
$8.2M +$1.42M +41,287 +22%
IA
45
IFG Advisory
Georgia
$8.1M -$25.4K -738 -0.3%
MML Investors Services
46
MML Investors Services
Massachusetts
$8.1M +$131K +3,791 +2%
RF
47
RHS Financial
California
$8M -$294K -8,532 -4%
YAL
48
Your Advocates Ltd
Texas
$7.97M -$38.3K -1,110 -0.5%
SL
49
Systelligence LLC
Minnesota
$7.78M -$4.78M -138,596 -39%
LFASL
50
Lugano Financial Advisors SA (LFA)
Switzerland
$7.73M +$7.37M +213,903 New