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Schwab Fundamental Emerging Markets Large Company Index ETF

285 hedge funds and large institutions have $4.21B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+7
Holders Change %
+2.52%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
39
Increased
107
Reduced
82
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$437K +$57.9K +2,162 +15%
SAG
127
SageView Advisory Group
California
$431K -$15.2K -568 -3%
SOS
128
Silver Oak Securities
Tennessee
$429K +$96.2K +3,598 +29%
EWA
129
EP Wealth Advisors
California
$390K +$390K +13,875 New
FG
130
Foster Group
Iowa
$389K +$59K +2,204 +18%
PCM
131
Parsons Capital Management
Rhode Island
$383K -$5.86K -219 -2%
GSC
132
Grey Street Capital
Illinois
$378K -$1.6M -59,859 -81%
GFG
133
Goldstone Financial Group
Illinois
$372K +$2.49K +93 +0.7%
Wells Fargo
134
Wells Fargo
California
$360K +$35.8K +1,338 +11%
BDFN
135
Bond & Devick Financial Network
Minnesota
$354K
OC
136
Oarsman Capital
Wisconsin
$346K -$17.1K -640 -5%
MWM
137
MorganRosel Wealth Management
Colorado
$334K +$8.41K +314 +3%
RWP
138
Revolve Wealth Partners
New Jersey
$329K
PAS
139
Park Avenue Securities
New York
$320K -$22.9K -853 -7%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$317K +$317K +11,847 New
CA
141
Continuum Advisory
Idaho
$313K -$31.7K -1,186 -9%
CG
142
Clarus Group
Texas
$311K -$428 -16 -0.1%
JWM
143
Janiczek Wealth Management
Colorado
$310K +$535 +20 +0.2%
Wealthfront Advisers
144
Wealthfront Advisers
California
$308K +$44.8K +1,675 +17%
PCP
145
Proficio Capital Partners
Massachusetts
$305K
SL
146
SWMG LLC
Texas
$303K -$22.5K -839 -7%
S
147
SignatureFD
Georgia
$302K +$300K +11,224 +24,400%
BWM
148
Birchcreek Wealth Management
Ohio
$301K -$42.1K -1,572 -12%
WW
149
Waterfront Wealth
Kansas
$301K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$297K -$750K -27,107 -72%