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Schwab Fundamental Emerging Markets Large Company Index ETF

263 hedge funds and large institutions have $3.68B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.24%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.23%
New
55
Increased
81
Reduced
90
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
151
IFP Advisors
Florida
$221K -$13.8K -459 -6%
LAM
152
Lakewood Asset Management
Illinois
$219K +$219K +8,856 New
LIA
153
LBMC Investment Advisors
Tennessee
$216K
PP
154
PrairieView Partners
Minnesota
$211K -$28.7K -1,160 -12%
CCG
155
Coastwise Capital Group
California
$207K +$207K +8,343 New
FSWA
156
Financial Synergies Wealth Advisors
Texas
$155K -$16.3K -658 -10%
OFG
157
Oxford Financial Group
Indiana
$127K -$13K -523 -9%
PA
158
Parallel Advisors
California
$119K +$5.48K +221 +5%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$119K +$37.2K +1,520 +46%
CPG
160
Cornerstone Planning Group
New Jersey
$115K +$115K +4,309 New
VNA
161
Valley National Advisers
Pennsylvania
$106K -$39.5K -1,508 -27%
GI
162
Gradient Investments
Minnesota
$90.2K +$4.19K +169 +5%
TFS
163
TrustCore Financial Services
Tennessee
$82K
MFC
164
Morris Financial Concepts
South Carolina
$77.5K +$15.7K +635 +25%
KM
165
Kalos Management
Georgia
$71.5K +$71.5K +2,885 New
LFG
166
Larson Financial Group
Missouri
$62.8K +$223 +9 +0.4%
EI
167
Ellevest Inc
New York
$60K +$60K +2,422 New
US Bancorp
168
US Bancorp
Minnesota
$59.6K -$545 -22 -0.9%
FA
169
Faithward Advisors
Pennsylvania
$55.5K
BAM
170
Belpointe Asset Management
Nevada
$52.5K +$52.5K +2,117 New
AWM
171
Angeles Wealth Management
California
$49.7K
PTC
172
Private Trust Company
Ohio
$47K
HR
173
Howe & Rusling
New York
$46.4K +$46.4K +1,874 New
FFL
174
Financial Freedom LLC
Ohio
$41.6K +$41.6K +1,677 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$40K +$37.1K +1,512 +1,271%