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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
BWS
101
BFI Wealth Solutions
Texas
$2.85M +$2.88M +78,989 New
ASN
102
Advisory Services Network
Georgia
$2.84M +$178K +4,870 +7%
BFP
103
Birchwood Financial Partners
Minnesota
$2.73M +$2.76M +75,746 New
BWM
104
BCS Wealth Management
Tennessee
$2.68M +$1.83M +50,076 +206%
GFG
105
Goldstone Financial Group
Illinois
$2.65M +$356K +9,743 +15%
Citigroup
106
Citigroup
New York
$2.64M -$620 -17 -0%
CWP
107
Concord Wealth Partners
Virginia
$2.62M +$74K +2,028 +3%
VCM
108
Vivaldi Capital Management
Illinois
$2.57M +$215K +5,899 +9%
CIS
109
Custom Index Systems
New York
$2.52M -$1.99M -54,644 -44%
AAS
110
Asset Allocation Strategies
Michigan
$2.5M +$162K +4,434 +7%
CFO
111
Collective Family Office
Pennsylvania
$2.49M +$84.2K +2,307 +3%
AssetMark Inc
112
AssetMark Inc
California
$2.48M +$709K +19,431 +39%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$2.47M +$571K +15,634 +30%
KWM
114
KRM Wealth Management
Nevada
$2.41M +$2.43M +66,707 New
BFG
115
Bleakley Financial Group
New Jersey
$2.4M +$2.43M +66,688 New
OMC
116
Old Mission Capital
Illinois
$2.32M +$2.35M +64,390 New
RTL
117
Red Tortoise LLC
Georgia
$2.27M +$73.9K +2,025 +3%
EFL
118
ERn Financial LLC
Wisconsin
$2.25M +$107K +2,925 +5%
QCM
119
Quantinno Capital Management
New York
$2.21M +$1.09M +29,793 +94%
DWM
120
Drive Wealth Management
Utah
$2.18M -$165K -4,532 -7%
EWA
121
EQ Wealth Advisors
Texas
$2.16M -$112K -3,060 -5%
Corient Private Wealth
122
Corient Private Wealth
Florida
$2.15M +$1.65M +45,269 +318%
SWM
123
Sculati Wealth Management
Michigan
$2.12M -$489K -13,390 -19%
AQR Capital Management
124
AQR Capital Management
Connecticut
$2.1M +$1.71M +46,951 +413%
CWM
125
Centurion Wealth Management
Virginia
$2.07M +$3.32K +91 +0.2%