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Schwab Fundamental Emerging Markets Large Company Index ETF

225 hedge funds and large institutions have $4.1B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 105 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
3.93%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
37
Increased
105
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$268K -$8.68K -269 -3%
WWM
127
Windsor Wealth Management
Indiana
$268K +$268K +8,296 New
MCM
128
MAI Capital Management
Ohio
$268K +$268K +8,313 New
BWM
129
Birchcreek Wealth Management
Ohio
$268K +$268K +8,319 New
AL
130
ADE LLC
Maryland
$260K
LIA
131
LBMC Investment Advisors
Tennessee
$255K -$34.2K -1,060 -12%
MG
132
Mather Group
Illinois
$253K +$253K +7,844 New
SW
133
SVB Wealth
Massachusetts
$249K +$9.08K +281 +4%
AW
134
ACG Wealth
Georgia
$239K +$516 +16 +0.2%
CG
135
Clarus Group
Texas
$235K +$8.42K +265 +4%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$234K +$234K +7,247 New
HI
137
Hudock Inc
Pennsylvania
$229K -$17.3K -538 -7%
SWM
138
Spire Wealth Management
Virginia
$226K +$128K +3,986 +132%
FG
139
Foster Group
Iowa
$212K +$1.23K +38 +0.6%
VNA
140
Valley National Advisers
Pennsylvania
$211K -$1.39K -43 -0.7%
FSWA
141
Financial Synergies Wealth Advisors
Texas
$210K +$210K +6,524 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$206K
OFG
143
Oxford Financial Group
Indiana
$197K +$45.5K +1,410 +30%
CFO
144
CVA Family Office
Colorado
$186K +$64 +2 +0%
HR
145
Howe & Rusling
New York
$176K +$176K +5,448 New
SB
146
Strategic Blueprint
Georgia
$158K +$158K +4,904 New
BAM
147
Belpointe Asset Management
Nevada
$136K
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$115K +$27.3K +849 +31%
APA
149
American Portfolios Advisors
New York
$114K -$28.3K -879 -20%
GI
150
Gradient Investments
Minnesota
$112K -$1.1K -34 -1%