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Schwab Fundamental Emerging Markets Large Company Index ETF

306 hedge funds and large institutions have $4.85B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 87 reducing their positions, and 37 closing their positions.

Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.44%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
44
Increased
108
Reduced
87
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.47B 124,878,009 +1,511,376 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$240M 8,656,006 +629,752 +8%
SAG
3
SageView Advisory Group
California
$106M 2,720,385 +2,704,777 +17,329%
Victory Capital Management
4
Victory Capital Management
Texas
$103M 3,727,808
UA
5
Unison Advisors
District of Columbia
$73.2M 2,637,035 -40,051 -1%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$72.8M 2,621,849 -140,475 -5%
Bank of America
7
Bank of America
North Carolina
$56.4M 2,032,748 +145,186 +8%
Morgan Stanley
8
Morgan Stanley
New York
$53.9M 1,941,871 -1,658,607 -46%
FM
9
Foster & Motley
Ohio
$38.4M 1,383,653 +7,130 +0.5%
Wells Fargo
10
Wells Fargo
California
$30.8M 1,110,744 -24,332 -2%
AL
11
Aspiriant LLC
California
$20.8M 748,134 -170,552 -19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$19.2M 692,079 +104,894 +18%
MIM
13
Morningstar Investment Management
Illinois
$18.1M 650,867 -5,628 -0.9%
AA
14
ALPS Advisors
Colorado
$18M 648,579 -840 -0.1%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$16.4M 552,916 +79,560 +17%
MIS
16
Morningstar Investment Services
Illinois
$16.1M 581,351 -607,587 -51%
UBS Group
17
UBS Group
Switzerland
$15.9M 571,214 +29,389 +5%
KLI
18
Kelman-Lazarov Inc
Tennessee
$15.8M 569,980 +32,760 +6%
Charles Schwab
19
Charles Schwab
California
$15.5M 558,474 +143,195 +34%
CC
20
Callan Capital
California
$14.2M 513,245 +88,887 +21%
HWA
21
HHM Wealth Advisors
Tennessee
$13.3M 479,883 +27,549 +6%
RJA
22
Raymond James & Associates
Florida
$12.2M 440,276 -2,122 -0.5%
ML
23
McAdam LLC
Pennsylvania
$11.9M 427,063 -8,496 -2%
RCA
24
Resonant Capital Advisors
Wisconsin
$11.6M 416,863 +11,064 +3%
YAL
25
Your Advocates Ltd
Texas
$11.2M 403,698 -34,209 -8%