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Schwab Fundamental Emerging Markets Large Company Index ETF

225 hedge funds and large institutions have $4.1B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 105 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
3.93%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
37
Increased
105
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
201
Rockbridge Investment Management
New York
$5K
CWP
202
Concord Wealth Partners
Virginia
$5K +$638 +18 +15%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$4.03K
SFP
204
Sterling Financial Planning
New Jersey
$4K -$812 -27 -17%
BC
205
Bartlett & Co
Ohio
$4K
MFT
206
Moisand Fitzgerald Tamayo
Florida
$4K
SBL
207
Sargent Bickham Lagudis
Colorado
$4K +$4K +125 New
Franklin Resources
208
Franklin Resources
California
$3K -$1.52K -48 -34%
IPW
209
IronBridge Private Wealth
Texas
$3K
FMP
210
Financial Management Professionals
Texas
$3K
NFG
211
Next Financial Group
Texas
$3K +$2.06K +55 +220%
HCP
212
Hexagon Capital Partners
Arkansas
$3K +$3K +87 New
AIA
213
Armor Investment Advisors
North Carolina
$3K +$2.71K +94 +940%
PSIWM
214
Paradigm Strategies in Wealth Management
Minnesota
$2K
HPC
215
HM Payson & Co
Maine
$1K -$25K -499 -96%
TFGT
216
TS Financial Group (TSFG)
Illinois
$1K
POIA
217
Pin Oak Investment Advisors
Texas
$1K
CAAS
218
Capital Asset Advisory Services
Michigan
$1K
HFA
219
Hoover Financial Advisors
Pennsylvania
$1K
DI
220
Disciplined Investments
Oklahoma
$1K
AA
221
Ancora Advisors
Ohio
$1K +$42 +1 +4%
APWA
222
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +21 New
LGWM
223
Litman Gregory Wealth Management
California
$389 -$11.5K -11,474 -97%
USAA
224
United Services Automobile Association
Texas
-$31.7M -1,031,310 Closed
SPA
225
Sentinel Pension Advisors
Massachusetts
-$2.49M -47,457 Closed