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Schwab Fundamental Emerging Markets Large Company Index ETF

153 hedge funds and large institutions have $1.86B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-7
Holders Change %
-4.38%
% of All Funds
3.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
72
Reduced
31
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.2B +$15.4M +562,170 +1%
Victory Capital Management
2
Victory Capital Management
Texas
$156M +$119M +4,347,366 +318%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72.7M +$72.6M +2,652,387 +63,227%
MIS
4
Morningstar Investment Services
Illinois
$67.7M -$1.82M -66,407 -3%
USAA
5
United Services Automobile Association
Texas
$39.7M -$122M -4,444,462 -75%
BCI
6
Brinker Capital Investments
Pennsylvania
$33.9M +$1.59M +58,036 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$28.1M +$7.68M +280,325 +38%
ACA
8
Ackerman Capital Advisors
Texas
$25M -$1.76M -64,180 -7%
Morgan Stanley
9
Morgan Stanley
New York
$19.3M -$1.27M -46,365 -6%
FM
10
Foster & Motley
Ohio
$17.1M +$1.12M +40,933 +7%
Bank of America
11
Bank of America
North Carolina
$14.4M +$1.33M +48,667 +10%
ML
12
McAdam LLC
Pennsylvania
$14.3M +$1.71M +62,361 +14%
ECM
13
Elgethun Capital Management
South Dakota
$12.6M +$1.41M +51,743 +13%
LF
14
Lee Financial
Texas
$11.7M +$11.7M +428,284 +187,844%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$1.79M +64,315 +19%
LPL Financial
16
LPL Financial
California
$10.9M +$24.4K +892 +0.2%
CWM
17
Cabot Wealth Management
Massachusetts
$7.99M -$116K -4,248 -1%
RRC
18
Relaxing Retirement Coach
Massachusetts
$7.48M +$60.9K +2,223 +0.8%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$6.89M +$5.92M +216,273 +613%
HWA
20
HHM Wealth Advisors
Tennessee
$5.5M -$101K -3,671 -2%
ECG
21
Edge Capital Group
Georgia
$4.67M +$21.5K +787 +0.5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.58M +$1.7M +62,102 +59%
AA
23
ALPS Advisors
Colorado
$4.27M +$341K +12,460 +9%
PPA
24
Parametric Portfolio Associates
Washington
$4.09M +$270K +9,861 +7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.79M +$274K +10,001 +8%