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Schwab Fundamental Emerging Markets Large Company Index ETF

169 hedge funds and large institutions have $1.66B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-15
Holders Change %
-8.15%
% of All Funds
3.73%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
29
Increased
66
Reduced
46
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$984M +$48.5M +2,357,321 +5%
Victory Capital Management
2
Victory Capital Management
Texas
$239M +$116M +5,658,457 +95%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$63.4M +$4.62M +224,849 +8%
MIS
4
Morningstar Investment Services
Illinois
$52.1M +$8.83M +432,038 +20%
USAA
5
United Services Automobile Association
Texas
$25.3M -$4.46M -216,843 -15%
LF
6
Lee Financial
Texas
$21M +$1.42M +68,962 +7%
FM
7
Foster & Motley
Ohio
$19.5M +$6.51M +316,568 +50%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.5M +$2.96M +143,917 +18%
Morgan Stanley
9
Morgan Stanley
New York
$16.6M +$196K +9,523 +1%
ML
10
McAdam LLC
Pennsylvania
$12.7M +$1.22M +59,447 +11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$12.2M +$6.72M +326,946 +124%
AA
12
ALPS Advisors
Colorado
$11.8M +$8.59M +417,580 +265%
ECM
13
Elgethun Capital Management
South Dakota
$10.4M +$554K +26,942 +6%
Jane Street
14
Jane Street
New York
$10.3M +$4.77M +231,887 +86%
YAL
15
Your Advocates Ltd
Texas
$8.7M -$1.92M -93,418 -18%
Bank of America
16
Bank of America
North Carolina
$8.68M +$1.45M +70,492 +20%
LPL Financial
17
LPL Financial
California
$7.47M +$282K +13,726 +4%
MIM
18
Morningstar Investment Management
Illinois
$6.85M +$4.12M +225,869 +151%
CWM
19
Cabot Wealth Management
Massachusetts
$6.33M +$276K +13,430 +5%
KLI
20
Kelman-Lazarov Inc
Tennessee
$6.14M +$3.95M +192,319 +181%
AIP
21
Almanack Investment Partners
Pennsylvania
$5.88M +$885K +43,041 +18%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.49M +$2.32M +112,850 +73%
HWA
23
HHM Wealth Advisors
Tennessee
$5.23M +$752K +36,595 +17%
LNC
24
Lincoln National Corp
Pennsylvania
$4.57M +$1.04M +50,461 +29%
ADL
25
Asset Dedication LLC
California
$4.47M +$2.34M +113,933 +110%