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Schwab Fundamental Emerging Markets Large Company Index ETF

469 hedge funds and large institutions have $7.16B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 129

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

9% more funds holding

Funds holding: 431469 (+38)

7% more capital invested

Capital invested by funds: $6.67B → $7.16B (+$492M)

1.27% less ownership

Funds ownership: 81.55%80.28% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $318K

Holders
469
Holders Change
+38
Holders Change %
+8.82%
% of All Funds
5.78%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
72
Increased
165
Reduced
129
Closed
21
Calls
Puts
$318K
Net Calls
-$318K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Caerus Investment Advisors
Texas
$752K
Bank of New York Mellon
202
Bank of New York Mellon
New York
$734K -$13.8K -357 -2%
GC
203
Gibson Capital
Pennsylvania
$717K -$13.5K -350 -2%
LWM
204
LongView Wealth Management
Georgia
$713K +$385K +9,991 +131%
TCM
205
Traub Capital Management
Massachusetts
$706K +$10K +260 +1%
IFA
206
Index Fund Advisors
California
$700K +$20.1K +520 +3%
CCA
207
Clarity Capital Advisors
Florida
$686K
EFG
208
Ethos Financial Group
Pennsylvania
$683K -$833K -21,595 -55%
SVWG
209
Shared Vision Wealth Group
United States
$678K +$422K +10,937 +161%
WCFA
210
Walkner Condon Financial Advisors
Wisconsin
$667K -$29.7K -771 -4%
RWM
211
Riverchase Wealth Management
Texas
$652K
Lido Advisors
212
Lido Advisors
California
$624K +$151K +3,924 +32%
GS
213
GTS Securities
New York
$621K +$626K +16,232 New
VT
214
Vise Technologies
New York
$621K
KAS
215
Kestra Advisory Services
Texas
$607K +$92.1K +2,389 +18%
TWP
216
Tempus Wealth Planning
California
$601K +$8.02K +208 +1%
TPA
217
Trivium Point Advisory
Connecticut
$595K -$480K -12,456 -44%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$594K -$127K -3,306 -18%
WPC
219
Wedmont Private Capital
Pennsylvania
$590K +$14K +363 +2%
TWM
220
Tumwater Wealth Management
Idaho
$583K
BL
221
Balentine LLC
Georgia
$580K
SAI
222
Savvy Advisors Inc
New York
$577K +$131K +3,400 +29%
BDFN
223
Bond & Devick Financial Network
Minnesota
$577K
TC
224
Trilogy Capital
California
$574K +$251K +6,501 +77%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$559K -$45K -1,166 -7%