We are live on ! Find out more
FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF

247 hedge funds and large institutions have $3.74B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.23% less ownership

Funds ownership: 85.37%85.14% (-0.23%)

3% less capital invested

Capital invested by funds: $3.88B → $3.74B (-$134M)

5% less funds holding

Funds holding: 259247 (-12)

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

Holders
247
Holders Change
-12
Holders Change %
-4.63%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
25
Increased
86
Reduced
84
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$2.92B +$344M +12,561,629 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$115M +$41.9M +1,530,951 +53%
Victory Capital Management
3
Victory Capital Management
Texas
$96.7M
MIS
4
Morningstar Investment Services
Illinois
$50.5M -$22.5M -822,947 -30%
FM
5
Foster & Motley
Ohio
$38.6M +$3.77M +137,640 +10%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$33.6M
Morgan Stanley
7
Morgan Stanley
New York
$27.7M +$883K +32,262 +3%
Charles Schwab
8
Charles Schwab
California
$19.4M +$1.21M +44,354 +6%
ECM
9
Elgethun Capital Management
South Dakota
$18.5M +$461K +16,839 +2%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$16.1M +$652K +23,820 +4%
UA
11
Unison Advisors
District of Columbia
$15.8M +$1.85M +67,588 +12%
SL
12
Systelligence LLC
Minnesota
$14.6M +$5.69M +207,964 +59%
UBS Group
13
UBS Group
Switzerland
$14.4M +$535K +19,526 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$14.4M -$8.86M -323,443 -37%
ML
15
McAdam LLC
Pennsylvania
$14.4M -$1.15M -41,925 -7%
AA
16
ALPS Advisors
Colorado
$14M +$730K +26,677 +5%
KLI
17
Kelman-Lazarov Inc
Tennessee
$13.1M +$1.19M +43,595 +9%
MIM
18
Morningstar Investment Management
Illinois
$11.3M +$4.45M +162,396 +59%
EWA
19
Exencial Wealth Advisors
Oklahoma
$11.2M +$1.21M +44,272 +11%
SC
20
Savant Capital
Illinois
$10.5M -$1.96M -71,457 -15%
YAL
21
Your Advocates Ltd
Texas
$10.4M +$9.48M +346,399 +648%
QCG
22
Quadrant Capital Group
Ohio
$10.3M +$2.05M +74,952 +23%
Bank of America
23
Bank of America
North Carolina
$9.55M -$4.36M -159,351 -30%
RCA
24
Resonant Capital Advisors
Wisconsin
$9.55M +$194K +7,085 +2%
CWM
25
Cabot Wealth Management
Massachusetts
$9.06M +$586K +21,395 +7%