FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF

266 hedge funds and large institutions have $4.24B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 74 reducing their positions, and 43 closing their positions.

Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
31
Increased
98
Reduced
74
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.14B 119,755,020 +1,857,081 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$187M 7,124,052 +1,259,784 +21%
Victory Capital Management
3
Victory Capital Management
Texas
$97.7M 3,727,808
UA
4
Unison Advisors
District of Columbia
$67.8M 2,586,657 -127,571 -5%
Bank of America
5
Bank of America
North Carolina
$48.7M 1,858,593 +102,732 +6%
Morgan Stanley
6
Morgan Stanley
New York
$46.5M 1,774,485 -115,792 -6%
FM
7
Foster & Motley
Ohio
$36.8M 1,402,795 +9,604 +0.7%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$31.8M 1,214,660 -9,360 -0.8%
Wells Fargo
9
Wells Fargo
California
$30.5M 1,163,566 +1,150,101 +8,541%
AL
10
Aspiriant LLC
California
$27.9M 1,064,491 +31,069 +3%
AFA
11
Arlington Financial Advisors
California
$18.1M 689,785 +689,785 New
UBS Group
12
UBS Group
Switzerland
$16.7M 636,077 +150,061 +31%
AA
13
ALPS Advisors
Colorado
$16.4M 625,704 -75,230 -11%
MIM
14
Morningstar Investment Management
Illinois
$16.2M 618,425 +59,584 +11%
MIS
15
Morningstar Investment Services
Illinois
$15.8M 604,666 -1,133,363 -65%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.3M 545,139 -86,519 -14%
YAL
17
Your Advocates Ltd
Texas
$14.1M 536,533 -28,050 -5%
KLI
18
Kelman-Lazarov Inc
Tennessee
$13.7M 524,250 -3,258 -0.6%
Jane Street
19
Jane Street
New York
$12.5M 475,000 +475,000 New
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$11.9M 456,118 -27,154 -6%
HWA
21
HHM Wealth Advisors
Tennessee
$11.7M 447,497 -7,432 -2%
ML
22
McAdam LLC
Pennsylvania
$11.7M 447,079 -3,596 -0.8%
Charles Schwab
23
Charles Schwab
California
$10.7M 408,809 -24,421 -6%
RJA
24
Raymond James & Associates
Florida
$10.7M 406,598 +114,602 +39%
RCA
25
Resonant Capital Advisors
Wisconsin
$10.5M 399,777 +7,346 +2%