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Schwab Fundamental Emerging Markets Large Company Index ETF

160 hedge funds and large institutions have $1.8B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
26
Increased
58
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.24B +$43.4M +1,510,623 +4%
USAA
2
United Services Automobile Association
Texas
$169M
MIS
3
Morningstar Investment Services
Illinois
$73M -$2.48M -86,119 -3%
Victory Capital Management
4
Victory Capital Management
Texas
$39.2M +$39.2M +1,365,606 New
BCI
5
Brinker Capital Investments
Pennsylvania
$33.9M +$534K +18,597 +2%
Morgan Stanley
6
Morgan Stanley
New York
$21.6M +$14.5M +504,331 +203%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.4M +$1.34M +46,465 +7%
FM
8
Foster & Motley
Ohio
$16.8M +$777K +27,050 +5%
Bank of America
9
Bank of America
North Carolina
$13.7M +$692K +24,078 +5%
ML
10
McAdam LLC
Pennsylvania
$13.2M +$1.01M +35,242 +8%
ECM
11
Elgethun Capital Management
South Dakota
$11.7M +$4.48M +155,898 +62%
LPL Financial
12
LPL Financial
California
$11.4M -$639K -22,250 -5%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$9.57M +$8.45M +294,484 +757%
CWM
14
Cabot Wealth Management
Massachusetts
$8.51M +$30.5K +1,062 +0.4%
RRC
15
Relaxing Retirement Coach
Massachusetts
$7.79M +$21.6K +752 +0.3%
HWA
16
HHM Wealth Advisors
Tennessee
$5.88M +$267K +9,280 +5%
Citadel Advisors
17
Citadel Advisors
Florida
$5.02M -$3.19M -110,903 -39%
ECG
18
Edge Capital Group
Georgia
$4.88M +$780K +27,150 +19%
MWM
19
MorganRosel Wealth Management
Colorado
$4.21M +$57.2K +1,990 +1%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$4.17M -$881K -30,642 -17%
AA
21
ALPS Advisors
Colorado
$4.13M +$61.7K +2,147 +2%
PPA
22
Parametric Portfolio Associates
Washington
$4.01M +$747 +26 +0%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.69M +$3.69M +128,439 New
MIM
24
Morningstar Investment Management
Illinois
$3.31M -$1.03M -35,887 -24%
RF
25
RHS Financial
California
$3.22M -$257K -8,959 -7%