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Schwab Fundamental Emerging Markets Large Company Index ETF

314 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
4.57%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
96
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFG Advisory
Georgia
$5.96M +$1.57K +53 +0%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$5.85M +$458K +15,492 +8%
KTM
53
Keeler Thomas Management
Utah
$5.32M +$391K +13,218 +8%
OPS
54
Orion Portfolio Solutions
Nebraska
$5.04M -$591K -19,995 -10%
BCI
55
Brinker Capital Investments
Pennsylvania
$5.04M -$591K -19,995 -10%
ECG
56
Edge Capital Group
Georgia
$4.63M +$184K +6,225 +4%
WFL
57
Wealth Forward LLC
North Dakota
$4.62M -$739 -25 -0%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$4.55M -$1.27M -42,984 -22%
EL
59
Essex LLC
Illinois
$4.28M +$98.7K +3,337 +2%
CVM
60
Cheviot Value Management
California
$3.69M -$98.6K -3,335 -3%
CIA
61
Concurrent Investment Advisors
Florida
$3.6M +$750K +25,378 +26%
EWM
62
Empirical Wealth Management
Washington
$3.54M -$259K -8,769 -7%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$3.48M +$1.8M +60,126 +108%
AWM
64
Apollon Wealth Management
South Carolina
$3.34M +$570K +19,264 +21%
Creative Planning
65
Creative Planning
Kansas
$3.33M -$96K -3,248 -3%
VW
66
Veridan Wealth
Oregon
$3.23M +$3.23M +97,759 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$3.16M -$145K -4,887 -4%
AOWM
68
Alpha Omega Wealth Management
Virginia
$3.14M +$52.3K +1,767 +2%
MCM
69
MAI Capital Management
Ohio
$3.13M -$22K -745 -0.7%
ACG
70
Allen Capital Group
Nebraska
$2.95M +$66.2K +2,240 +2%
MML Investors Services
71
MML Investors Services
Massachusetts
$2.88M -$58.1K -1,966 -2%
SM
72
Sensible Money
Arizona
$2.66M -$41.8K -1,412 -2%
WA
73
Waverly Advisors
Alabama
$2.43M +$555K +18,783 +30%
NCM
74
Northland Capital Management
Minnesota
$2.36M +$86.7K +2,932 +4%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$2.35M +$526K +17,783 +29%