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Schwab Fundamental Emerging Markets Large Company Index ETF

202 hedge funds and large institutions have $3.6B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
34
Increased
76
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
101
Litman Gregory Wealth Management
California
$365K
PCMC
102
Private Capital Management (Colorado)
Colorado
$355K -$21.6K -702 -6%
UCFA
103
United Capital Financial Advisors
Texas
$345K +$72.5K +2,357 +27%
WW
104
Waterfront Wealth
Kansas
$344K
VCM
105
Vivaldi Capital Management
Illinois
$340K -$22.4K -713 -6%
HCIA
106
Hochman Cole Investment Advisors
Illinois
$336K +$90.2K +2,933 +37%
JWM
107
Janiczek Wealth Management
Colorado
$328K
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$328K +$84.7K +2,754 +35%
AP
109
Appleton Partners
Massachusetts
$320K +$320K +10,405 New
KAS
110
Kestra Advisory Services
Texas
$310K +$26.7K +867 +9%
PP
111
PrairieView Partners
Minnesota
$300K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$287K +$214K +6,975 +295%
LIA
113
LBMC Investment Advisors
Tennessee
$275K +$32.6K +1,060 +13%
VCM
114
Versant Capital Management
Arizona
$273K -$20.3K -661 -7%
PAS
115
Park Avenue Securities
New York
$269K -$32.1K -1,044 -11%
FVWA
116
Foster Victor Wealth Advisors
South Carolina
$263K -$13.4K -437 -5%
EWA
117
EP Wealth Advisors
California
$257K +$257K +8,367 New
AL
118
ADE LLC
Maryland
$248K -$933K -30,332 -79%
CAN
119
Cetera Advisor Networks
California
$247K +$247K +8,045 New
HI
120
Hudock Inc
Pennsylvania
$235K +$191K +6,220 +433%
AW
121
ACG Wealth
Georgia
$228K -$12.8K -417 -5%
SW
122
SVB Wealth
Massachusetts
$228K +$228K +7,425 New
CG
123
Clarus Group
Texas
$218K +$218K +7,130 New
BPA
124
Beacon Pointe Advisors
California
$213K -$21.4K -700 -9%
VNA
125
Valley National Advisers
Pennsylvania
$202K -$16.1K -524 -7%