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Schwab Fundamental Emerging Markets Large Company Index ETF

242 hedge funds and large institutions have $3.57B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 85.14%86.2% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 78

5% less capital invested

Capital invested by funds: $3.74B → $3.57B (-$172M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 247242 (-5)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
242
Holders Change
-5
Holders Change %
-2.02%
% of All Funds
4.17%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
27
Increased
78
Reduced
78
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
WestHill Financial Advisors
California
$6K
ATC
202
Adirondack Trust Company
New York
$5K
IWP
203
IAG Wealth Partners
Wisconsin
$5K
TCWA
204
Ten Capital Wealth Advisors
Washington
$5K
TWA
205
TCI Wealth Advisors
Arizona
$4K -$612 -24 -12%
JWA
206
JFS Wealth Advisors
Pennsylvania
$4K
SIS
207
Sound Income Strategies
Florida
$4K
Citigroup
208
Citigroup
New York
$4K +$76 +3 +2%
HFS
209
Hantz Financial Services
Michigan
$4K +$1.48K +58 +45%
HBW
210
Hazlett, Burt & Watson
West Virginia
$4K +$3.95K +155 New
WWM
211
Wolff Wiese Magana
California
$4K +$4.46K +175 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$3K -$7.11K -279 -70%
MFT
213
Moisand Fitzgerald Tamayo
Florida
$3K -$4.77K -187 -59%
AW
214
Avion Wealth
Texas
$2K
FMP
215
Financial Management Professionals
Texas
$2K
KFI
216
Key Financial Inc
Pennsylvania
$2K
SWA
217
SOA Wealth Advisors
New York
$2K
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.8K
BLC
219
Brown, Lisle/Cummings
Rhode Island
$1.17K +$1.27K +50 New
AA
220
Ancora Advisors
Ohio
$1K -$29.2K -1,147 -98%
S
221
SignatureFD
Georgia
$1K -$20.8K -817 -95%
TFA
222
Transamerica Financial Advisors
Florida
$1K -$943 -37 -97%
CAAS
223
Capital Asset Advisory Services
Michigan
$1K
DI
224
Disciplined Investments
Oklahoma
$1K
EWM
225
Endurance Wealth Management
Rhode Island
$1K