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Schwab Fundamental Emerging Markets Large Company Index ETF

242 hedge funds and large institutions have $3.57B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 85.14%86.2% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 78

5% less capital invested

Capital invested by funds: $3.74B → $3.57B (-$172M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 247242 (-5)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
242
Holders Change
-5
Holders Change %
-2.02%
% of All Funds
4.17%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
27
Increased
78
Reduced
78
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
Addison Advisors
Vermont
$17K -$5.1K -200 -22%
CA
177
Clearstead Advisors
Ohio
$17K
IRC
178
Investors Research Corp
Georgia
$17K
RG
179
Retirement Group
California
$16K
PCA
180
Providence Capital Advisors
North Carolina
$16K +$17.8K +700 New
CFGS
181
Concourse Financial Group Securities
Alabama
$15K
SWM
182
Spire Wealth Management
Virginia
$14K -$21.6K -847 -58%
BlackRock
183
BlackRock
New York
$13K -$255 -10 -2%
WT
184
Washington Trust
Rhode Island
$12K
TFP
185
Tilia Fiduciary Partners
North Carolina
$11K -$612 -24 -5%
BHWM
186
Beaird Harris Wealth Management
Texas
$11K
CI
187
Cordant Inc
Oregon
$11K +$12K +469 New
CPA
188
Cardiff Park Advisors
California
$10K
VCM
189
Vigilant Capital Management
Maine
$10K
PMFA
190
Plante Moran Financial Advisors
Michigan
$10K +$10.4K +407 New
LF
191
Lee Financial
Texas
$9K +$4.41K +173 +86%
GFPC
192
Global Financial Private Client
Florida
$8.12K
TAM
193
Tucker Asset Management
Colorado
$8.02K +$8.82K +346 New
BCWM
194
Bartlett & Co Wealth Management
Ohio
$7.41K +$4.87K +191 +153%
LWA
195
Lowe Wealth Advisors
Maryland
$7K
SPIA
196
Steward Partners Investment Advisory
New York
$7K
BC
197
Bartlett & Co
Ohio
$7K +$4.87K +191 +153%
AF
198
Advisornet Financial
Minnesota
$7K +$8.06K +316 New
AWM
199
Abound Wealth Management
Tennessee
$6.66K
SFCL
200
Strengthening Families & Communities LLC
Massachusetts
$6K