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Schwab Fundamental Emerging Markets Large Company Index ETF

266 hedge funds and large institutions have $4.24B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
31
Increased
98
Reduced
74
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
201
Sheets Smith Wealth Management
North Carolina
$28.8K +$28.8K +1,100 New
TIM
202
Tortoise Investment Management
New York
$26.8K
NCM
203
Northwest Capital Management
Oregon
$24.4K
SIM
204
Studio Investment Management
Illinois
$21.4K -$91.2K -3,478 -81%
DFA
205
DHJJ Financial Advisors
Illinois
$20.7K +$20.7K +789 New
NA
206
NewEdge Advisors
Louisiana
$20.5K +$4.12K +157 +25%
IRC
207
Investors Research Corp
Georgia
$20.2K
MRCM
208
M&R Capital Management
New Jersey
$19.3K +$760 +29 +4%
RG
209
Retirement Group
California
$18.3K
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$16.6K
CFS
211
CGC Financial Services
Oregon
$15.2K
GWS
212
Glassman Wealth Services
Virginia
$14.4K
AAP
213
Arax Advisory Partners
Colorado
$14.4K +$14.4K +548 New
WT
214
Washington Trust
Rhode Island
$13.1K
ACA
215
Aptus Capital Advisors
Alabama
$12.5K -$5.24K -200 -30%
AA
216
Addison Advisors
Vermont
$10.6K +$288 +11 +3%
CI
217
Cordant Inc
Oregon
$10.5K
TWM
218
Tradition Wealth Management
Minnesota
$10K +$567 +22 +6%
FFA
219
Farther Finance Advisors
California
$9.6K +$6.24K +238 +186%
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.2K +$9.2K +351 New
CTWM
221
Cherry Tree Wealth Management
Minnesota
$8.29K
GFPC
222
Global Financial Private Client
Florida
$8.04K
FCA
223
FinTrust Capital Advisors
South Carolina
$7.89K +$7.89K +301 New
LWA
224
Lowe Wealth Advisors
Maryland
$7.37K
CPG
225
Cornerstone Planning Group
New Jersey
$6.92K -$41.5K -1,581 -86%