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Schwab Fundamental Emerging Markets Large Company Index ETF

430 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, 188 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

138% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 79

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

11% more funds holding

Funds holding: 388430 (+42)

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
430
Holders Change
+42
Holders Change %
+10.82%
% of All Funds
5.23%
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
188
Reduced
79
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFG Advisory
Georgia
$8.36M +$282K +7,726 +3%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$8.07M +$2.44M +66,873 +43%
YAL
53
Your Advocates Ltd
Texas
$7.88M -$64.5K -1,768 -0.8%
BIA
54
Bell Investment Advisors
California
$7.81M +$176K +4,835 +2%
EWA
55
EP Wealth Advisors
California
$7.72M +$7.81M +214,010 New
LFASL
56
Lugano Financial Advisors SA (LFA)
Switzerland
$7.69M -$27.2K -746 -0.3%
ADL
57
Asset Dedication LLC
California
$7.38M -$102K -2,803 -1%
WFL
58
Wealth Forward LLC
North Dakota
$6.36M +$56K +1,534 +0.9%
SC
59
Savant Capital
Illinois
$6.35M -$312K -8,552 -5%
Creative Planning
60
Creative Planning
Kansas
$6.02M -$42.8K -1,172 -0.7%
AIG
61
Abbington Investment Group
Connecticut
$5.95M +$628K +17,205 +12%
AFS
62
Access Financial Services
Minnesota
$5.82M +$465K +12,746 +9%
MCM
63
MAI Capital Management
Ohio
$5.79M +$1.02M +28,005 +21%
Mariner
64
Mariner
Kansas
$5.77M +$908K +24,885 +18%
CIA
65
Concurrent Investment Advisors
Florida
$5.75M +$247K +6,768 +4%
EL
66
Essex LLC
Illinois
$5.7M +$99.8K +2,734 +2%
LWP
67
Laurel Wealth Planning
Minnesota
$5.68M +$130K +3,565 +2%
WCA
68
Westover Capital Advisors
Delaware
$5.54M +$195K +5,352 +4%
PWA
69
Perspective Wealth Advisors
Colorado
$5.47M +$5.54M +151,800 New
CVM
70
Cheviot Value Management
California
$5.15M -$18K -492 -0.4%
BCI
71
Brinker Capital Investments
Pennsylvania
$5.1M +$308K +8,452 +6%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$5.07M +$406K +11,114 +9%
EFG
73
Embree Financial Group
Illinois
$4.81M +$2.35M +64,307 +93%
SW
74
Simplicity Wealth
New Jersey
$4.81M +$310K +8,507 +7%
EWA
75
Etesian Wealth Advisors
Oregon
$4.76M +$865K +23,695 +22%