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Schwab Fundamental Emerging Markets Large Company Index ETF

247 hedge funds and large institutions have $3.74B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.23% less ownership

Funds ownership: 85.37%85.14% (-0.23%)

3% less capital invested

Capital invested by funds: $3.88B → $3.74B (-$134M)

5% less funds holding

Funds holding: 259247 (-12)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

Holders
247
Holders Change
-12
Holders Change %
-4.63%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
25
Increased
86
Reduced
84
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Adirondack Trust Company
New York
$6K
CWP
202
Concord Wealth Partners
Virginia
$5K -$712 -26 -11%
IWP
203
IAG Wealth Partners
Wisconsin
$5K
LF
204
Lee Financial
Texas
$5K
SIS
205
Sound Income Strategies
Florida
$5K
TCWA
206
Ten Capital Wealth Advisors
Washington
$5K
TWA
207
TCI Wealth Advisors
Arizona
$5K +$657 +24 +14%
SAM
208
Strategic Asset Management
Minnesota
$5K +$4.79K +175 New
HR
209
Howe & Rusling
New York
$5K +$5.04K +184 New
CIAS
210
Capital Investment Advisory Services
North Carolina
$5K +$5.56K +203 New
First Manhattan
211
First Manhattan
New York
$4K -$54.8K -2,003 -92%
Citigroup
212
Citigroup
New York
$4K -$520 -19 -10%
JWA
213
JFS Wealth Advisors
Pennsylvania
$4K +$55 +2 +1%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$3.24K
SBL
215
Sargent Bickham Lagudis
Colorado
$3K -$10.8K -396 -76%
HFS
216
Hantz Financial Services
Michigan
$3K -$9.86K -360 -73%
AW
217
Avion Wealth
Texas
$3K
BC
218
Bartlett & Co
Ohio
$3K
HNB
219
Huntington National Bank
Ohio
$3K
KA
220
Kozak & Associates
Colorado
$3K
SWA
221
SOA Wealth Advisors
New York
$3K
TIM
222
Tevis Investment Management
Texas
$2K -$164 -6 -10%
FMP
223
Financial Management Professionals
Texas
$2K
KFI
224
Key Financial Inc
Pennsylvania
$2K
RDFA
225
Ritter Daniher Financial Advisory
Ohio
$2K