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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 %
AP
176
Advisors Preferred
Maryland
$160K +$160K +6,117 New
PA
177
Parallel Advisors
California
$126K +$391 +15 +0.3%
BA
178
Bristlecone Advisors
Washington
$108K +$108K +4,144 New
AAS
179
Ameritas Advisory Services
Nebraska
$107K +$107K +4,112 New
EWP
180
Elevation Wealth Partners
California
$97.6K +$97.6K +3,747 New
GI
181
Gradient Investments
Minnesota
$90.4K -$4.4K -169 -5%
WP
182
WealthPLAN Partners
Nebraska
$90.3K +$90.3K +3,468 New
FFL
183
Financial Freedom LLC
Ohio
$86.2K +$42.5K +1,630 +97%
SWM
184
Spire Wealth Management
Virginia
$84.7K +$69.2K +2,657 +446%
NSG
185
Nalls Sherbakoff Group
Tennessee
$83.7K +$83.7K +3,200 New
MFC
186
Morris Financial Concepts
South Carolina
$80.2K -$1.33K -51 -2%
KM
187
Kalos Management
Georgia
$75.2K
US Bancorp
188
US Bancorp
Minnesota
$68.3K +$5.63K +216 +9%
LFG
189
Larson Financial Group
Missouri
$66K
TRCT
190
Tower Research Capital (TRC)
New York
$65K +$31.5K +1,205 +94%
VNA
191
Valley National Advisers
Pennsylvania
$64K -$42K -1,605 -40%
AF
192
Allworth Financial
California
$57.4K +$57.4K +2,202 New
BAM
193
Belpointe Asset Management
Nevada
$55.2K +$26 +1 +0%
PTC
194
Private Trust Company
Ohio
$49.3K -$547 -21 -1%
AF
195
Advisornet Financial
Minnesota
$41.8K +$19.9K +763 +91%
BCWM
196
Bartlett & Co Wealth Management
Ohio
$40.2K
BC
197
Bartlett & Co
Ohio
$40K
HI
198
Harbour Investments
Wisconsin
$40K +$4.14K +159 +12%
TFGT
199
TS Financial Group (TSFG)
Illinois
$39K
ASN
200
Advisory Services Network
Georgia
$37.6K -$78 -3 -0.2%