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Schwab Fundamental Emerging Markets Large Company Index ETF

187 hedge funds and large institutions have $3.05B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+19
Holders Change %
+11.31%
% of All Funds
3.32%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
39
Increased
59
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HR
151
Howe & Rusling
New York
$10K -$8.37K -287 -46%
BW
152
Bison Wealth
Georgia
$10K +$6.01K +209 +150%
RWA
153
Ropes Wealth Advisors
Massachusetts
$9K +$9K +327 New
GFPC
154
Global Financial Private Client
Florida
$8.7K +$8.7K +308 New
VFA
155
Valeo Financial Advisors
Indiana
$8K -$50.1K -1,667 -86%
CA
156
Clearstead Advisors
Ohio
$6K
SPIA
157
Steward Partners Investment Advisory
New York
$6K
JCM
158
Jacobi Capital Management
Pennsylvania
$5K -$12.8K -431 -72%
RIM
159
Rockbridge Investment Management
New York
$5K
SIS
160
Sound Income Strategies
Florida
$5K
SFP
161
Sterling Financial Planning
New Jersey
$5K +$5K +160 New
ACA
162
Aptus Capital Advisors
Alabama
$4K -$12.7K -500 -76%
HFS
163
Hantz Financial Services
Michigan
$4K
FWM
164
Focused Wealth Management
New York
$4K +$2.4K +84 +150%
BC
165
Bartlett & Co
Ohio
$4K +$4K +125 New
BCWM
166
Bartlett & Co Wealth Management
Ohio
$3.53K +$3.53K +125 New
IPW
167
IronBridge Private Wealth
Texas
$3K +$3K +89 New
Franklin Resources
168
Franklin Resources
California
$3K +$3K +95 New
Citigroup
169
Citigroup
New York
$3K +$3K +121 New
CWP
170
Concord Wealth Partners
Virginia
$3K +$3K +123 New
BFC
171
Bedel Financial Consulting
Indiana
$2K
HWA
172
HCR Wealth Advisors
California
$2K +$26 +1 +1%
FMP
173
Financial Management Professionals
Texas
$2K +$91 +4 +5%
FCAS
174
First Command Advisory Services
Texas
$2K +$2K +54 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$2K +$2K +74 New