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Schwab Fundamental Emerging Markets Large Company Index ETF

306 hedge funds and large institutions have $4.85B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.44%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
44
Increased
108
Reduced
87
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$271K -$1.87M -67,116 -87%
PAG
177
Private Advisor Group
New Jersey
$263K +$263K +9,472 New
WF
178
Warner Financial
Maryland
$262K
WW
179
Waterfront Wealth
Kansas
$257K
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$248K +$13.4K +483 +6%
BSW
181
Buckingham Strategic Wealth
Missouri
$247K +$247K +8,885 New
AF
182
Allworth Financial
California
$245K -$32K -1,151 -12%
LIA
183
LBMC Investment Advisors
Tennessee
$242K
CCG
184
Coastwise Capital Group
California
$242K
RIA
185
Regal Investment Advisors
Michigan
$235K +$3.47K +125 +2%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$229K +$229K +8,232 New
PP
187
PrairieView Partners
Minnesota
$228K -$9.75K -350 -4%
IC
188
IEQ Capital
California
$228K
PP
189
Prudential plc
United Kingdom
$220K -$488K -17,570 -69%
Comerica Bank
190
Comerica Bank
Texas
$216K +$45.2K +1,628 +27%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$211K +$211K +7,610 New
NGA
192
Naples Global Advisors
Florida
$210K
PAS
193
Park Avenue Securities
New York
$202K +$202K +7,276 New
IA
194
IFP Advisors
Florida
$180K +$15.6K +563 +9%
S
195
SignatureFD
Georgia
$162K +$27.1K +976 +20%
TAM
196
Townsend Asset Management
North Carolina
$154K -$110K -3,978 -42%
FSWA
197
Financial Synergies Wealth Advisors
Texas
$153K -$20.4K -735 -12%
AC
198
AlphaCore Capital
California
$140K -$27.8K -1,001 -17%
OFG
199
Oxford Financial Group
Indiana
$135K
CA
200
Clearstead Advisors
Ohio
$120K -$70.5K -2,357 -37%