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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
TPI
76
Trust Point Inc
Wisconsin
$3.77M +$64.6K +1,873 +2%
SOS
77
Silver Oak Securities
Tennessee
$3.66M +$101K +2,936 +3%
ACG
78
Allen Capital Group
Nebraska
$3.53M -$38.8K -1,126 -1%
VW
79
Veridan Wealth
Oregon
$3.52M +$3.36M +97,345 New
SF
80
Synovus Financial
Georgia
$3.4M +$3.24M +93,889 New
Baird Financial Group
81
Baird Financial Group
Wisconsin
$3.39M +$84K +2,438 +3%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$3.33M +$192K +5,585 +6%
SAM
83
Synergy Asset Management
Washington
$3.29M +$2.38M +68,957 +258%
SM
84
Sensible Money
Arizona
$3.22M -$25.3K -735 -0.8%
EF
85
Empowered Funds
Pennsylvania
$3.09M -$2.34M -67,823 -44%
NCM
86
Northland Capital Management
Minnesota
$2.98M +$264K +7,673 +10%
JIC
87
Johnson Investment Counsel
Ohio
$2.98M -$30.7K -890 -1%
CCMG
88
Clark Capital Management Group
Pennsylvania
$2.95M +$639K +18,533 +29%
WA
89
Waverly Advisors
Alabama
$2.89M -$117K -3,401 -4%
LIM
90
Leavell Investment Management
Alabama
$2.77M +$342K +9,919 +15%
ASN
91
Advisory Services Network
Georgia
$2.68M +$36.6K +1,062 +1%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$2.66M -$172K -4,977 -6%
Citigroup
93
Citigroup
New York
$2.65M +$6.93K +201 +0.3%
SWM
94
Sculati Wealth Management
Michigan
$2.61M -$1.4M -40,550 -36%
Stifel Financial
95
Stifel Financial
Missouri
$2.57M +$45.1K +1,310 +2%
CWP
96
Concord Wealth Partners
Virginia
$2.55M +$5.55K +161 +0.2%
EFG
97
Embree Financial Group
Illinois
$2.5M +$1.72M +49,790 +258%
WIP
98
WealthCare Investment Partners
Rhode Island
$2.49M +$861K +24,989 +57%
CFO
99
Collective Family Office
Pennsylvania
$2.42M -$59.5K -1,725 -3%
VCM
100
Vivaldi Capital Management
Illinois
$2.36M -$98.8K -2,866 -4%