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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: 431469 (+38)

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
+38
Holders Change %
+8.82%
% 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
AWM
76
Apollon Wealth Management
South Carolina
$5.22M +$534K +13,848 +11%
MWM
77
MorganRosel Wealth Management
Colorado
$5.15M +$4.17M +108,253 +410%
AOWM
78
Alpha Omega Wealth Management
Virginia
$5.08M +$134K +3,475 +3%
CVM
79
Cheviot Value Management
California
$5.01M +$73.5K +1,907 +1%
SCI
80
Silver Coast Investments
United States
$4.92M +$4.96M +128,694 New
Cerity Partners
81
Cerity Partners
New York
$4.9M +$3.25M +84,279 +198%
SF
82
Summit Financial
New Jersey
$4.87M +$2.83M +73,297 +135%
CD
83
Capital Developers
North Carolina
$4.87M +$136K +3,528 +3%
EWM
84
Empirical Wealth Management
Washington
$4.84M -$119K -3,091 -2%
BCI
85
Brinker Capital Investments
Pennsylvania
$4.6M -$818K -21,221 -15%
OMC
86
Old Mission Capital
Illinois
$4.27M +$1.82M +47,154 +73%
MML Investors Services
87
MML Investors Services
Massachusetts
$4.15M +$104K +2,704 +3%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$4.05M +$10.5K +272 +0.3%
FA
89
Fermata Advisors
California
$4.02M -$77.3K -2,005 -2%
SOS
90
Silver Oak Securities
Tennessee
$4.01M +$27K +700 +0.7%
VW
91
Veridan Wealth
Oregon
$3.92M +$91.5K +2,373 +2%
US Bancorp
92
US Bancorp
Minnesota
$3.89M +$3.65M +94,692 +1,349%
PFPG
93
Pinnacle Financial Partners (Georgia)
Georgia
$3.77M +$97.9K +2,540 +3%
WIP
94
WealthCare Investment Partners
Rhode Island
$3.74M +$606K +15,713 +19%
LIM
95
Leavell Investment Management
Alabama
$3.72M +$488K +12,650 +15%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$3.7M +$1.2M +31,098 +45%
ACG
97
Allen Capital Group
Nebraska
$3.67M +$13.4K +348 +0.4%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$3.64M +$207K +5,375 +6%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$3.64M +$155K +4,026 +4%
WA
100
Waverly Advisors
Alabama
$3.59M +$567K +14,711 +19%