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Schwab Fundamental Emerging Markets Large Company Index ETF

320 hedge funds and large institutions have $5.72B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+6
Holders Change %
+1.91%
% of All Funds
4.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
39
Increased
124
Reduced
95
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
126
Synergy Asset Management
Washington
$777K +$137K +4,239 +21%
LA
127
Legacy Advisors
Pennsylvania
$758K +$758K +23,500 New
FFN
128
Focus Financial Network
Minnesota
$741K -$47.8K -1,480 -6%
Corient Private Wealth
129
Corient Private Wealth
Florida
$720K +$161K +5,002 +29%
LGWM
130
Litman Gregory Wealth Management
California
$672K -$14.5K -448 -2%
CP
131
Creekside Partners
California
$672K +$4.32K +134 +0.6%
FCM
132
Firestone Capital Management
Florida
$664K -$17.6K -546 -3%
TPA
133
Trivium Point Advisory
Connecticut
$662K +$116K +3,762 +21%
LF
134
Lee Financial
Texas
$660K +$58.1K +1,799 +10%
GFP
135
Guardian Financial Partners
California
$637K +$73.4K +2,273 +13%
PCMC
136
Private Capital Management (Colorado)
Colorado
$621K -$123K -3,802 -16%
VBFG
137
Vishria Bird Financial Group
Tennessee
$612K +$612K +18,955 New
IFA
138
Index Fund Advisors
California
$606K +$7.49K +232 +1%
VBWMG
139
Von Berge Wealth Management Group
California
$602K +$72.1K +2,281 +14%
AF
140
Advisornet Financial
Minnesota
$566K +$161 +5 +0%
BSB
141
Bangor Savings Bank
Maine
$566K -$30.3K -938 -5%
Prudential Financial
142
Prudential Financial
New Jersey
$566K +$240K +7,450 +74%
FG
143
Foster Group
Iowa
$564K +$4.36K +135 +0.8%
CCA
144
Clarity Capital Advisors
Florida
$533K +$4.13K +128 +0.8%
HFS
145
HBC Financial Services
Washington
$516K +$347K +12,329 +205%
AHL
146
Abel Hall LLC
Louisiana
$499K -$36.1K -1,118 -7%
BC
147
Brio Consultants
California
$491K -$143K -4,442 -23%
MWM
148
MorganRosel Wealth Management
Colorado
$481K +$15.9K +492 +3%
IWM
149
IHT Wealth Management
Illinois
$480K +$171K +5,274 +55%
CG
150
Caprock Group
Idaho
$479K +$479K +14,856 New