FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF

242 hedge funds and large institutions have $3.57B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-5
Holders Change %
-2.02%
% of All Funds
4.18%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
27
Increased
78
Reduced
78
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
126
MAI Capital Management
Ohio
$277K -$193K -8,236 -41%
EWA
127
EP Wealth Advisors
California
$268K +$70.3K +2,994 +36%
PCP
128
Proficio Capital Partners
Massachusetts
$267K
FG
129
Foster Group
Iowa
$266K
PAS
130
Park Avenue Securities
New York
$261K +$43.3K +1,843 +20%
WW
131
Waterfront Wealth
Kansas
$255K -$10.5K -442 -4%
GC
132
Gratus Capital
Georgia
$254K -$212K -9,030 -45%
JWM
133
Janiczek Wealth Management
Colorado
$254K
TAM
134
Townsend Asset Management
North Carolina
$252K -$11K -470 -4%
DOA
135
D'Orazio & Associates
Virginia
$243K +$243K +10,370 New
IA
136
IFP Advisors
Florida
$236K +$124K +4,087 +110%
PP
137
PrairieView Partners
Minnesota
$227K -$154K -6,582 -40%
BPA
138
Beacon Pointe Advisors
California
$226K -$23K -976 -9%
AL
139
ADE LLC
Maryland
$225K
AP
140
Appleton Partners
Massachusetts
$223K +$12.2K +520 +6%
VCM
141
Versant Capital Management
Arizona
$220K +$8.08K +345 +4%
Wells Fargo
142
Wells Fargo
California
$218K -$20.5K -876 -9%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$215K -$161K -6,892 -43%
AA
144
Alesco Advisors
New York
$212K -$267K -11,427 -56%
BC
145
Brio Consultants
California
$209K +$209K +8,965 New
LIA
146
LBMC Investment Advisors
Tennessee
$205K
MWM
147
MorganRosel Wealth Management
Colorado
$202K +$202K +8,635 New
FSWA
148
Financial Synergies Wealth Advisors
Texas
$162K -$4.13K -176 -2%
OFG
149
Oxford Financial Group
Indiana
$133K
VNA
150
Valley National Advisers
Pennsylvania
$132K -$15.1K -635 -10%