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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
EWM
76
Empirical Wealth Management
Washington
$4.68M -$91.6K -2,511 -2%
AOWM
77
Alpha Omega Wealth Management
Virginia
$4.66M +$27K +741 +0.6%
CD
78
Capital Developers
North Carolina
$4.46M +$4.52M +123,784 New
AWM
79
Apollon Wealth Management
South Carolina
$4.42M +$28.8K +788 +0.6%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$3.99M -$268K -7,352 -6%
FA
81
Fermata Advisors
California
$3.86M +$27.1K +743 +0.7%
MML Investors Services
82
MML Investors Services
Massachusetts
$3.82M -$4.31M -118,119 -53%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$3.81M +$436K +11,936 +13%
NCM
84
Northland Capital Management
Minnesota
$3.79M +$823K +22,535 +27%
SOS
85
Silver Oak Securities
Tennessee
$3.77M +$106K +2,901 +3%
TPI
86
Trust Point Inc
Wisconsin
$3.75M -$13.8K -379 -0.4%
VW
87
Veridan Wealth
Oregon
$3.61M +$98.9K +2,709 +3%
PFPG
88
Pinnacle Financial Partners (Georgia)
Georgia
$3.46M +$3.5M +95,907 New
ACG
89
Allen Capital Group
Nebraska
$3.45M -$68.5K -1,878 -2%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$3.28M +$637K +17,460 +24%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$3.24M -$81.7K -2,238 -2%
SM
92
Sensible Money
Arizona
$3.19M -$15.5K -426 -0.5%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$3.06M +$1.39M +38,184 +82%
LIM
94
Leavell Investment Management
Alabama
$3.05M +$290K +7,958 +10%
WIP
95
WealthCare Investment Partners
Rhode Island
$3.04M +$516K +14,144 +21%
JIC
96
Johnson Investment Counsel
Ohio
$3.03M +$59.2K +1,622 +2%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$3.02M +$2.67M +73,267 +700%
Stifel Financial
98
Stifel Financial
Missouri
$2.99M +$432K +11,847 +17%
WA
99
Waverly Advisors
Alabama
$2.86M -$21.3K -584 -0.7%
CCMG
100
Clark Capital Management Group
Pennsylvania
$2.85M -$87.1K -2,386 -3%