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Schwab Fundamental Emerging Markets Large Company Index ETF

314 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
4.57%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
96
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WW
176
Waterfront Wealth
Kansas
$269K
LIA
177
LBMC Investment Advisors
Tennessee
$258K
CCG
178
Coastwise Capital Group
California
$257K
OIA
179
OneDigital Investment Advisors
Kansas
$255K +$255K +8,616 New
AF
180
Allworth Financial
California
$254K -$5.75K -195 -2%
SFA
181
Sequoia Financial Advisors
Ohio
$252K +$252K +8,520 New
RIA
182
Regal Investment Advisors
Michigan
$251K +$1.36K +46 +0.5%
Empower Advisory Group
183
Empower Advisory Group
Colorado
$250K +$250K +8,450 New
PAS
184
Park Avenue Securities
New York
$243K +$27.7K +936 +13%
IC
185
IEQ Capital
California
$243K
SWA
186
Sax Wealth Advisors
New Jersey
$239K +$239K +8,095 New
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$239K +$8.62K +285 +4%
PP
188
PrairieView Partners
Minnesota
$230K -$11.8K -400 -5%
Lido Advisors
189
Lido Advisors
California
$230K +$230K +7,702 New
NGA
190
Naples Global Advisors
Florida
$225K
IA
191
IFP Advisors
Florida
$223K +$30.3K +1,024 +16%
PCP
192
Proficio Capital Partners
Massachusetts
$219K -$118K -4,000 -35%
PWM
193
Pinnacle Wealth Management
California
$219K +$219K +7,399 New
AAS
194
Avantax Advisory Services
Texas
$217K +$217K +7,334 New
FPAS
195
Focus Partners Advisor Solutions
Missouri
$215K -$28.4K -960 -12%
BSW
196
Buckingham Strategic Wealth
Missouri
$214K -$48.8K -1,651 -19%
DOA
197
D'Orazio & Associates
Virginia
$211K +$211K +7,140 New
AWM
198
AE Wealth Management
Kansas
$204K +$204K +6,907 New
CAM
199
Cresset Asset Management
Illinois
$202K +$202K +6,782 New
NEPWA
200
New England Private Wealth Advisors
Massachusetts
$201K +$201K +6,795 New