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Schwab Fundamental Emerging Markets Large Company Index ETF

390 hedge funds and large institutions have $6.41B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

17% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 113

9% more capital invested

Capital invested by funds: $5.89B → $6.41B (+$522M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more funds holding

Funds holding: 379390 (+11)

1.51% less ownership

Funds ownership: 83.52%82.01% (-1.5%)

Holders
390
Holders Change
+11
Holders Change %
+2.9%
% of All Funds
5.12%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
52
Increased
132
Reduced
113
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
176
Traub Capital Management
Massachusetts
$619K -$1.52K -44 -0.3%
RWM
177
Riverchase Wealth Management
Texas
$616K -$8.44K -245 -1%
TWM
178
Tumwater Wealth Management
Idaho
$551K
CG
179
Caprock Group
Idaho
$549K +$550K +15,946 New
SC
180
SouthState Corp
Florida
$548K -$6.31K -183 -1%
TWP
181
Tempus Wealth Planning
California
$548K +$41K +1,189 +9%
BL
182
Balentine LLC
Georgia
$548K +$522K +15,147 New
BDFN
183
Bond & Devick Financial Network
Minnesota
$545K +$2K +58 +0.4%
WCFA
184
Walkner Condon Financial Advisors
Wisconsin
$543K +$210K +6,102 +68%
BSB
185
Bangor Savings Bank
Maine
$537K +$102K +2,947 +25%
Corient Private Wealth
186
Corient Private Wealth
Florida
$515K +$11.4K +330 +2%
AHL
187
Abel Hall LLC
Louisiana
$515K -$3.31K -96 -0.7%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$480K +$3.72K +108 +0.8%
AV
189
Aspiring Ventures
Ohio
$477K -$58.6K -1,700 -11%
WPC
190
Wedmont Private Capital
Pennsylvania
$475K -$5.83K -169 -1%
SI
191
Saxon Interests
Texas
$469K -$2.1K -61 -0.4%
CWA
192
Clearview Wealth Advisors
Oregon
$468K +$21K +610 +5%
FFA
193
Farther Finance Advisors
California
$466K +$24.5K +710 +6%
FPAS
194
Focus Partners Advisor Solutions
Missouri
$462K +$97.8K +2,837 +29%
UWS
195
Unique Wealth Strategies
Illinois
$461K -$35.9K -1,041 -8%
KAS
196
Kestra Advisory Services
Texas
$451K -$108K -3,132 -20%
TGAM
197
TBH Global Asset Management
Tennessee
$441K +$420K +12,186 New
KWA
198
Kingswood Wealth Advisors
California
$440K +$5.2K +151 +1%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$439K +$4.72K +137 +1%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$433K +$35.8K +1,038 +9%