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Schwab Fundamental Emerging Markets Large Company Index ETF

469 hedge funds and large institutions have $7.16B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 129

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

9% more funds holding

Funds holding: 431469 (+38)

7% more capital invested

Capital invested by funds: $6.67B → $7.16B (+$492M)

1.27% less ownership

Funds ownership: 81.55%80.28% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $318K

Holders
469
Holders Change
+38
Holders Change %
+8.82%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
72
Increased
165
Reduced
129
Closed
21
Calls
Puts
$318K
Net Calls
-$318K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Perigon Wealth Management
California
$1.52M +$74.2K +1,924 +5%
MFG
152
Merit Financial Group
Georgia
$1.51M -$119K -3,096 -7%
WA
153
Whipplewood Advisors
Colorado
$1.49M -$38.1K -988 -2%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$1.48M +$1.35M +34,929 +913%
CIC
155
Cutler Investment Counsel
Oregon
$1.46M +$287K +7,452 +24%
MA
156
McGrath & Associates
North Carolina
$1.39M -$110K -2,857 -7%
GFP
157
Guardian Financial Partners
California
$1.38M +$68.1K +1,765 +5%
Corient Private Wealth
158
Corient Private Wealth
Florida
$1.36M -$923K -23,923 -40%
BCG
159
Breakwater Capital Group
New Jersey
$1.36M -$3.47K -90 -0.3%
IA
160
IFP Advisors
Florida
$1.34M -$39.1K -1,015 -3%
2WWM
161
21 West Wealth Management
California
$1.33M -$89.5K -2,321 -6%
FVWA
162
Foster Victor Wealth Advisors
South Carolina
$1.3M +$1.24M +32,213 New
WWA
163
Wingate Wealth Advisors
Massachusetts
$1.3M +$1.31M +33,989 New
DWM
164
Diversify Wealth Management
Utah
$1.27M +$244K +6,326 +25%
SCM
165
SCS Capital Management
Massachusetts
$1.24M -$193K -5,000 -13%
CG
166
Caprock Group
Idaho
$1.2M +$582K +15,088 +92%
GFG
167
Goldstone Financial Group
Illinois
$1.2M -$1.62M -42,021 -57%
Wealthfront Advisers
168
Wealthfront Advisers
California
$1.19M +$156K +4,051 +15%
BlackRock
169
BlackRock
New York
$1.18M +$755K +19,570 +175%
SAM
170
Synergy Asset Management
Washington
$1.17M +$110K +2,850 +10%
LF
171
Lee Financial
Texas
$1.16M +$204K +5,286 +21%
CIA
172
Cape Investment Advisory
Georgia
$1.15M +$27.7K +718 +2%
CP
173
Creekside Partners
California
$1.12M
AWM
174
Arista Wealth Management
Nevada
$1.12M +$1.13M +29,341 New
PAS
175
Park Avenue Securities
New York
$1.12M +$218K +5,655 +24%