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Schwab Fundamental Emerging Markets Large Company Index ETF

431 hedge funds and large institutions have $6.67B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 189 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 31

139% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 79

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

11% more funds holding

Funds holding: 388431 (+43)

4% more capital invested

Capital invested by funds: $6.41B → $6.67B (+$261M)

0.45% less ownership

Funds ownership: 82%81.55% (-0.45%)

Holders
431
Holders Change
+43
Holders Change %
+11.08%
% of All Funds
5.24%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
81
Increased
189
Reduced
79
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
26
Seven Springs Wealth Group
Tennessee
$16.4M +$625K +17,111 +4%
LPL Financial
27
LPL Financial
California
$16.3M +$1.22M +33,312 +8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$16.3M +$206K +5,634 +1%
FC
29
Financial Consulate
Maryland
$15.9M +$16.1M +441,510 New
HWA
30
HHM Wealth Advisors
Tennessee
$15.6M -$599K -16,425 -4%
CST
31
Charles Schwab Trust
Nevada
$14.5M +$506K +13,865 +4%
CPG
32
Cornerstone Planning Group
New Jersey
$14.1M +$12.8M +351,128 +17,012%
CFO
33
CVA Family Office
Colorado
$13.5M +$3.51M +96,218 +35%
KCM
34
Kathmere Capital Management
Pennsylvania
$13.5M +$503K +13,768 +4%
HighTower Advisors
35
HighTower Advisors
Illinois
$13.1M +$11.2M +307,168 +539%
DSA
36
Droms Strauss Advisors
Missouri
$13M +$13.1M +359,798 New
MWP
37
Moller Wealth Partners
$12.8M -$469K -12,845 -4%
CWM
38
Cabot Wealth Management
Massachusetts
$12.5M +$759K +20,787 +6%
PC
39
Prairiewood Capital
North Dakota
$12.2M +$671K +18,373 +6%
NHC
40
Nicholas Hoffman & Company
Georgia
$11.5M +$528K +14,453 +5%
CCM
41
Chilton Capital Management
Texas
$11.3M -$26.6K -730 -0.2%
CL
42
COWA LLC
Oklahoma
$11.2M +$154K +4,212 +1%
ML
43
McAdam LLC
Pennsylvania
$11.2M -$134K -3,683 -1%
BWG
44
Balanced Wealth Group
Ohio
$10.6M +$10.7M +292,548 New
JP Morgan Chase
45
JP Morgan Chase
New York
$10.4M +$1.79M +48,950 +20%
EWA
46
Exencial Wealth Advisors
Oklahoma
$10.1M -$103K -2,829 -1%
SWA
47
Sax Wealth Advisors
New Jersey
$9.81M +$896K +24,555 +10%
SA
48
Sanctuary Advisors
Indiana
$9.78M +$1.63M +44,676 +20%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$9.28M +$913K +25,005 +11%
RF
50
RHS Financial
California
$8.76M +$796K +21,807 +10%