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Schwab Fundamental Emerging Markets Large Company Index ETF

278 hedge funds and large institutions have $4.01B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.45%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
49
Increased
101
Reduced
67
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
76
Mariner
Kansas
$1.43M -$58.8K -2,255 -4%
LSIA
77
LaSalle St. Investment Advisors
Illinois
$1.42M +$969K +37,219 +215%
ACA
78
Ackerman Capital Advisors
Texas
$1.37M -$10.6K -408 -0.8%
GW
79
GW & Wade
Massachusetts
$1.33M +$12.9K +497 +1%
VCM
80
Vivaldi Capital Management
Illinois
$1.3M +$163K +6,273 +14%
HCM
81
Hengehold Capital Management
Ohio
$1.29M -$19K -731 -1%
HAC
82
Harbor Advisory Corp
New Hampshire
$1.26M
AAS
83
Avantax Advisory Services
Texas
$1.24M +$68.2K +2,618 +6%
CFA
84
Cahill Financial Advisors
Minnesota
$1.16M +$834 +32 +0.1%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.14M +$1.09M +41,952 +2,572%
FFA
86
Fragasso Financial Advisors
Pennsylvania
$1.11M +$353K +13,548 +47%
FNC
87
First National Corp
Massachusetts
$1.04M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$997K +$335K +12,850 +51%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$987K +$687K +26,324 +229%
OPOWM
90
One Plus One Wealth Management
Florida
$985K -$77.9K -2,992 -7%
JCIA
91
Jackson Creek Investment Advisors
Colorado
$962K +$32.8K +1,260 +4%
EL
92
Essex LLC
Illinois
$955K
HTC
93
Haverford Trust Company
Pennsylvania
$949K -$56.6K -2,171 -6%
HighTower Advisors
94
HighTower Advisors
Illinois
$925K -$140K -5,418 -13%
AA
95
AlphaQ Advisors
Florida
$920K +$333K +12,778 +57%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$917K +$74.4K +2,858 +9%
APW
97
Austin Private Wealth
Texas
$907K -$20.9K -804 -2%
GCP
98
GSA Capital Partners
United Kingdom
$900K +$900K +34,545 New
Stifel Financial
99
Stifel Financial
Missouri
$873K +$873K +33,528 New
MWM
100
Merriman Wealth Management
Washington
$861K -$19.2K -737 -2%