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Schwab Fundamental Emerging Markets Large Company Index ETF

430 hedge funds and large institutions have $6.67B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 188 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 31

138% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 79

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

11% more funds holding

Funds holding: 388430 (+42)

4% more capital invested

Capital invested by funds: $6.41B → $6.67B (+$261M)

0.45% less ownership

Funds ownership: 82%81.55% (-0.45%)

Holders
430
Holders Change
+42
Holders Change %
+10.82%
% of All Funds
5.23%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
81
Increased
188
Reduced
79
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
201
Riverchase Wealth Management
Texas
$614K
CG
202
Caprock Group
Idaho
$591K +$15.8K +434 +3%
AI
203
Atria Investments
North Carolina
$582K +$158K +4,331 +37%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$569K +$134K +3,658 +30%
TWP
205
Tempus Wealth Planning
California
$559K +$13.3K +364 +2%
IC
206
IEQ Capital
California
$558K +$565K +15,480 New
TWM
207
Tumwater Wealth Management
Idaho
$549K
SG
208
Sankala Group
Colorado
$549K +$497K +13,623 New
BL
209
Balentine LLC
Georgia
$546K
BDFN
210
Bond & Devick Financial Network
Minnesota
$544K
WPC
211
Wedmont Private Capital
Pennsylvania
$541K +$52.8K +1,446 +11%
GRP
212
Global Retirement Partners
California
$516K +$349K +9,555 +201%
BSB
213
Bangor Savings Bank
Maine
$507K -$29.1K -797 -5%
AHL
214
Abel Hall LLC
Louisiana
$503K -$10.9K -299 -2%
RFP
215
Root Financial Partners
California
$493K +$115K +3,141 +30%
SI
216
Saxon Interests
Texas
$490K -$876 -24 -0.2%
KAS
217
Kestra Advisory Services
Texas
$486K +$36.9K +1,012 +8%
AWA
218
Argos Wealth Advisors
California
$467K +$472K +12,939 New
SC
219
SouthState Corp
Florida
$465K -$82.5K -2,260 -15%
AV
220
Aspiring Ventures
Ohio
$463K -$12.8K -350 -3%
Lido Advisors
221
Lido Advisors
California
$448K +$43.6K +1,194 +11%
CWA
222
Clearview Wealth Advisors
Oregon
$448K -$19.2K -526 -4%
SAI
223
Savvy Advisors Inc
New York
$422K +$11.1K +305 +3%
KWA
224
Kingswood Wealth Advisors
California
$407K -$32.2K -882 -7%
BlackRock
225
BlackRock
New York
$402K -$7.59K -208 -2%