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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 %
TNA
151
True North Advisors
Texas
$285K +$285K +10,635 New
TPA
152
Trivium Point Advisory
Connecticut
$280K +$280K +10,457 New
TWP
153
Tempus Wealth Planning
California
$271K +$28.5K +1,063 +12%
AP
154
Appleton Partners
Massachusetts
$267K -$7.58K -283 -3%
TAM
155
Townsend Asset Management
North Carolina
$266K -$3.45K -129 -1%
QCG
156
Quadrant Capital Group
Ohio
$262K -$306K -11,447 -54%
ECG
157
Edge Capital Group
Georgia
$260K -$13.4K -500 -5%
VCM
158
Versant Capital Management
Arizona
$248K +$2.89K +108 +1%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$247K -$24.8K -928 -9%
WF
160
Warner Financial
Maryland
$243K +$2.41K +90 +1%
FANJ
161
Financial Architects (New Jersey)
New Jersey
$240K +$240K +8,962 New
TSS
162
Two Sigma Securities
New York
$240K +$240K +8,952 New
LSIA
163
LaSalle St. Investment Advisors
Illinois
$239K -$1.22M -45,590 -84%
LIA
164
LBMC Investment Advisors
Tennessee
$234K
FLPIM
165
F.L. Putnam Investment Management
Massachusetts
$228K +$228K +8,533 New
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$228K +$52.6K +1,965 +30%
PP
167
PrairieView Partners
Minnesota
$228K
CCG
168
Coastwise Capital Group
California
$225K +$1.93K +72 +0.9%
TW
169
Transform Wealth
Colorado
$220K -$15.3K -570 -6%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$120K -4,464 -36%
Brown Advisory
171
Brown Advisory
Maryland
$213K -$29.4K -1,099 -12%
SWM
172
Shelton Wealth Management
Texas
$211K
GC
173
Gratus Capital
Georgia
$210K +$1.1K +41 +0.5%
BSW
174
Buckingham Strategic Wealth
Missouri
$203K +$203K +7,595 New
NGA
175
Naples Global Advisors
Florida
$202K +$202K +7,558 New