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Schwab Fundamental Emerging Markets Large Company Index ETF

469 hedge funds and large institutions have $7.16B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 129

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

9% more funds holding

Funds holding: 430469 (+39)

7% more capital invested

Capital invested by funds: $6.67B → $7.16B (+$492M)

1.27% less ownership

Funds ownership: 81.55%80.28% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $318K

Holders
469
Holders Change
+39
Holders Change %
+9.07%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
72
Increased
165
Reduced
129
Closed
21
Calls
Puts
$318K
Net Calls
-$318K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Sax Wealth Advisors
New Jersey
$9.76M -$50.7K -1,315 -0.5%
YAL
52
Your Advocates Ltd
Texas
$8.5M +$133K +3,449 +2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$8.35M -$217K -5,622 -3%
BIA
54
Bell Investment Advisors
California
$8.11M -$174K -4,521 -2%
Creative Planning
55
Creative Planning
Kansas
$7.93M +$1.55M +40,309 +24%
MCM
56
MAI Capital Management
Ohio
$7.55M +$1.41M +36,596 +23%
Mariner
57
Mariner
Kansas
$7.48M +$1.37M +35,557 +22%
RF
58
RHS Financial
California
$7.09M -$2.22M -57,691 -24%
EWA
59
EP Wealth Advisors
California
$7.06M -$1.14M -29,507 -14%
ADL
60
Asset Dedication LLC
California
$6.96M -$875K -22,697 -11%
SA
61
Sanctuary Advisors
Indiana
$6.96M -$3.45M -89,516 -33%
AIG
62
Abbington Investment Group
Connecticut
$6.86M +$549K +14,246 +9%
JP Morgan Chase
63
JP Morgan Chase
New York
$6.86M -$4.02M -104,238 -36%
PWM
64
Pinnacle Wealth Management
California
$6.81M +$6.59M +170,768 +2,337%
WFL
65
Wealth Forward LLC
North Dakota
$6.74M -$501 -13 -0%
AFS
66
Access Financial Services
Minnesota
$6.55M +$381K +9,879 +6%
PWA
67
Perspective Wealth Advisors
Colorado
$6.44M +$636K +16,481 +11%
SC
68
Savant Capital
Illinois
$6.31M -$433K -11,218 -6%
EL
69
Essex LLC
Illinois
$6.17M +$124K +3,222 +2%
WCA
70
Westover Capital Advisors
Delaware
$6.11M +$238K +6,173 +4%
AIA
71
Alternative Investment Advisors
Florida
$6M +$6.04M +156,726 New
LWP
72
Laurel Wealth Planning
Minnesota
$5.9M -$123K -3,192 -2%
SW
73
Simplicity Wealth
New Jersey
$5.43M +$334K +8,658 +6%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$5.39M +$197K +5,113 +4%
EWA
75
Etesian Wealth Advisors
Oregon
$5.24M +$194K +5,031 +4%