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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
BIA
51
Bell Investment Advisors
California
$7.66M -$300K -8,711 -4%
ADL
52
Asset Dedication LLC
California
$7.5M -$107K -3,099 -1%
SC
53
Savant Capital
Illinois
$6.67M +$323K +9,361 +5%
WFL
54
Wealth Forward LLC
North Dakota
$6.32M -$415K -12,044 -6%
Creative Planning
55
Creative Planning
Kansas
$6.08M +$488K +14,162 +9%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$5.67M +$131K +3,791 +2%
EL
57
Essex LLC
Illinois
$5.62M -$298K -8,652 -5%
LWP
58
Laurel Wealth Planning
Minnesota
$5.56M -$123K -3,555 -2%
CIA
59
Concurrent Investment Advisors
Florida
$5.52M +$332K +9,643 +7%
AFS
60
Access Financial Services
Minnesota
$5.37M -$115K -3,332 -2%
WCA
61
Westover Capital Advisors
Delaware
$5.36M +$268K +7,769 +6%
AIG
62
Abbington Investment Group
Connecticut
$5.34M +$5.09M +147,809 New
Mariner
63
Mariner
Kansas
$4.88M +$1.02M +29,573 +28%
CVM
64
Cheviot Value Management
California
$4.83M -$52.1K -1,511 -1%
BCI
65
Brinker Capital Investments
Pennsylvania
$4.81M -$386K -11,201 -8%
MCM
66
MAI Capital Management
Ohio
$4.8M +$528K +15,322 +13%
EWM
67
Empirical Wealth Management
Washington
$4.78M +$71.5K +2,075 +2%
AOWM
68
Alpha Omega Wealth Management
Virginia
$4.65M +$232K +6,731 +6%
SW
69
Simplicity Wealth
New Jersey
$4.51M -$291K -8,434 -6%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$4.51M +$677K +19,653 +19%
CIS
71
Custom Index Systems
New York
$4.5M +$1.56M +45,395 +57%
AWM
72
Apollon Wealth Management
South Carolina
$4.41M -$225K -6,517 -5%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$4.27M -$35.8M -1,038,589 -90%
EWA
74
Etesian Wealth Advisors
Oregon
$3.91M +$720K +20,883 +24%
FA
75
Fermata Advisors
California
$3.85M +$41K +1,190 +1%