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Schwab Fundamental Emerging Markets Large Company Index ETF

247 hedge funds and large institutions have $4.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
247
Holders Change
+22
Holders Change %
+9.78%
% of All Funds
4.34%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
41
Increased
94
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.14B 97,507,959 +3,464,485 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$252M 7,811,397 +2,659,269 +52%
Victory Capital Management
3
Victory Capital Management
Texas
$120M 3,717,371
MIS
4
Morningstar Investment Services
Illinois
$95.2M 2,961,513 +93,660 +3%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$39.6M 1,250,060 +45,810 +4%
LF
6
Lee Financial
Texas
$37.8M 1,172,447 +59,292 +5%
FM
7
Foster & Motley
Ohio
$37.6M 1,166,109 +56,551 +5%
BWL
8
Bogart Wealth LLC
Virginia
$35.1M 1,090,449 +72,395 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29.5M 915,817 +23,700 +3%
Morgan Stanley
10
Morgan Stanley
New York
$28.9M 897,404 +75,555 +9%
SC
11
Savant Capital
Illinois
$22.6M 702,146 -284,984 -29%
ECM
12
Elgethun Capital Management
South Dakota
$21.1M 655,882 -5,847 -0.9%
Charles Schwab
13
Charles Schwab
California
$20.9M 647,786 -11,785 -2%
ML
14
McAdam LLC
Pennsylvania
$19.8M 614,483 -13,746 -2%
AA
15
ALPS Advisors
Colorado
$19.1M 592,212 +35,769 +6%
CST
16
Charles Schwab Trust
Nevada
$18.5M 575,305 +16,907 +3%
Bank of America
17
Bank of America
North Carolina
$17M 528,928 +162,869 +44%
KLI
18
Kelman-Lazarov Inc
Tennessee
$13.5M 417,397 +20,854 +5%
LPL Financial
19
LPL Financial
California
$11.5M 357,032 +31,648 +10%
MIM
20
Morningstar Investment Management
Illinois
$11.2M 348,280 -126,267 -27%
CWM
21
Cabot Wealth Management
Massachusetts
$10.7M 332,228 +2,403 +0.7%
RCA
22
Resonant Capital Advisors
Wisconsin
$10.4M 321,255 +22,670 +8%
ADL
23
Asset Dedication LLC
California
$9.37M 290,228 +6,343 +2%
KCM
24
Kathmere Capital Management
Pennsylvania
$8.9M 276,156 +27,757 +11%
UBS Group
25
UBS Group
Switzerland
$8.81M 273,221 -14,882 -5%