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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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$3.44M +$204K +5,293 +6%
NCM
102
Northland Capital Management
Minnesota
$3.41M -$610K -15,809 -15%
CIS
103
Custom Index Systems
New York
$3.41M +$737K +19,103 +27%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$3.3M -$945K -24,495 -22%
SM
105
Sensible Money
Arizona
$3.24M -$145K -3,763 -4%
CBU
106
CIBC Bancorp USA
Illinois
$3.23M +$3.26M +84,464 New
JIC
107
Johnson Investment Counsel
Ohio
$3.15M -$62.4K -1,618 -2%
PAG
108
Private Advisor Group
New Jersey
$3.05M +$2.11M +54,734 +218%
AQR Capital Management
109
AQR Capital Management
Connecticut
$3M +$779K +20,209 +35%
BFP
110
Birchwood Financial Partners
Minnesota
$2.96M +$61.2K +1,587 +2%
QCM
111
Quantinno Capital Management
New York
$2.95M +$604K +15,670 +26%
CCMG
112
Clark Capital Management Group
Pennsylvania
$2.94M -$90.4K -2,345 -3%
PWP
113
Perfromance Wealth Partners
Illinois
$2.89M +$963K +24,967 +49%
ASN
114
Advisory Services Network
Georgia
$2.83M -$188K -4,863 -6%
CWP
115
Concord Wealth Partners
Virginia
$2.81M +$27.2K +706 +1%
BPA
116
Beacon Pointe Advisors
California
$2.71M +$1.07M +27,728 +64%
AAS
117
Asset Allocation Strategies
Michigan
$2.69M +$34.2K +887 +1%
AssetMark Inc
118
AssetMark Inc
California
$2.67M +$43.5K +1,128 +2%
VCM
119
Vivaldi Capital Management
Illinois
$2.66M -$67.4K -1,747 -2%
NCM
120
Nearwater Capital Markets
Ireland
$2.56M +$2.58M +66,900 New
KWM
121
KRM Wealth Management
Nevada
$2.54M -$14.9K -386 -0.6%
PHS
122
Pekin Hardy Strauss
Illinois
$2.45M +$2.46M +63,907 New
RTL
123
Red Tortoise LLC
Georgia
$2.42M +$9.68K +251 +0.4%
KFC
124
Klingenstein Fields & Co
New York
$2.38M +$2.39M +62,082 New
EFL
125
ERn Financial LLC
Wisconsin
$2.33M -$55.4K -1,436 -2%