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Schwab Fundamental Emerging Markets Large Company Index ETF

278 hedge funds and large institutions have $4.01B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.45%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
49
Increased
101
Reduced
67
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WW
151
Waterfront Wealth
Kansas
$281K
AP
152
Appleton Partners
Massachusetts
$267K +$25.8K +990 +11%
ECG
153
Edge Capital Group
Georgia
$266K -$11.1K -425 -4%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$265K -$29.4K -1,129 -10%
TAM
155
Townsend Asset Management
North Carolina
$262K +$729 +28 +0.3%
Wealthfront Advisers
156
Wealthfront Advisers
California
$256K +$256K +9,821 New
WWM
157
Western Wealth Management
Colorado
$253K +$417 +16 +0.2%
CCM
158
Coldstream Capital Management
Washington
$252K +$1.69K +65 +0.7%
SIM
159
Studio Investment Management
Illinois
$247K -$1.86M -71,440 -88%
Truist Financial
160
Truist Financial
North Carolina
$243K +$243K +9,343 New
VCM
161
Versant Capital Management
Arizona
$239K -$11K -424 -4%
Brown Advisory
162
Brown Advisory
Maryland
$236K +$236K +9,061 New
TWP
163
Tempus Wealth Planning
California
$236K +$236K +9,045 New
WF
164
Warner Financial
Maryland
$234K +$234K +8,990 New
TW
165
Transform Wealth
Colorado
$229K +$229K +8,799 New
LIA
166
LBMC Investment Advisors
Tennessee
$228K
PP
167
PrairieView Partners
Minnesota
$222K
CCG
168
Coastwise Capital Group
California
$217K
SWM
169
Shelton Wealth Management
Texas
$206K -$2.13M -81,943 -91%
GC
170
Gratus Capital
Georgia
$203K -$69.7K -2,676 -26%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$188K +$183K +7,032 +3,701%
IA
172
IFP Advisors
Florida
$178K -$38K -1,291 -18%
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$171K +$161K +6,172 +1,595%
OFG
174
Oxford Financial Group
Indiana
$163K +$29.6K +1,135 +22%
FSWA
175
Financial Synergies Wealth Advisors
Texas
$163K