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Schwab Fundamental Emerging Markets Large Company Index ETF

187 hedge funds and large institutions have $3.05B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+19
Holders Change %
+11.31%
% of All Funds
3.32%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
39
Increased
59
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.38B +$68.3M +2,415,115 +3%
Victory Capital Management
2
Victory Capital Management
Texas
$142M -$14.1M -497,222 -9%
MIS
3
Morningstar Investment Services
Illinois
$60.5M -$1.8M -63,836 -3%
USAA
4
United Services Automobile Association
Texas
$33.3M
FM
5
Foster & Motley
Ohio
$29.1M +$369K +13,068 +1%
SC
6
Savant Capital
Illinois
$27.1M +$10.1M +358,069 +59%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22.3M -$709K -25,104 -3%
LF
8
Lee Financial
Texas
$21.3M -$639K -22,614 -3%
ML
9
McAdam LLC
Pennsylvania
$19.7M -$895K -30,518 -4%
Morgan Stanley
10
Morgan Stanley
New York
$19.1M -$537K -19,008 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$17.9M +$11.6M +409,490 +183%
ECM
12
Elgethun Capital Management
South Dakota
$17.9M +$734K +25,988 +4%
BCI
13
Brinker Capital Investments
Pennsylvania
$17.4M +$14.1M +497,469 +424%
AA
14
ALPS Advisors
Colorado
$16.4M -$261K -9,220 -2%
YAL
15
Your Advocates Ltd
Texas
$11.7M +$492K +17,399 +4%
CST
16
Charles Schwab Trust
Nevada
$11M +$1.23M +43,396 +13%
KLI
17
Kelman-Lazarov Inc
Tennessee
$10.8M +$19.3K +682 +0.2%
CWM
18
Cabot Wealth Management
Massachusetts
$9.4M +$235K +8,312 +3%
MIM
19
Morningstar Investment Management
Illinois
$9.39M +$1.49M +52,728 +19%
Bank of America
20
Bank of America
North Carolina
$9.34M +$2.79M +98,598 +43%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.29M +$313K +11,064 +3%
LPL Financial
22
LPL Financial
California
$7.99M +$63.3K +2,240 +0.8%
ADL
23
Asset Dedication LLC
California
$7.62M +$819K +28,944 +12%
RCA
24
Resonant Capital Advisors
Wisconsin
$7.5M +$580K +20,524 +8%
EWA
25
Exencial Wealth Advisors
Oklahoma
$7.38M +$396K +14,029 +6%