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Schwab Fundamental Emerging Markets Large Company Index ETF

390 hedge funds and large institutions have $6.41B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

17% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 113

9% more capital invested

Capital invested by funds: $5.89B → $6.41B (+$522M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more funds holding

Funds holding: 379390 (+11)

1.51% less ownership

Funds ownership: 83.52%82.01% (-1.5%)

Holders
390
Holders Change
+11
Holders Change %
+2.9%
% of All Funds
5.12%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
52
Increased
132
Reduced
113
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$4.41B +$50M +1,450,207 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$628M +$24.2M +701,998 +4%
Morgan Stanley
3
Morgan Stanley
New York
$101M +$10.4M +301,008 +12%
Bank of America
4
Bank of America
North Carolina
$85.3M +$4.86M +141,075 +6%
Victory Capital Management
5
Victory Capital Management
Texas
$73.1M -$7.39M -214,383 -10%
BWL
6
Bogart Wealth LLC
Virginia
$64.1M -$264K -7,647 -0.4%
FM
7
Foster & Motley
Ohio
$46.2M -$932K -27,037 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$44.2M +$607K +17,626 +1%
UA
9
Unison Advisors
District of Columbia
$35.2M -$12.3M -356,335 -27%
Osaic Holdings
10
Osaic Holdings
Arizona
$30.3M +$2.71M +78,550 +10%
AIP
11
Almanack Investment Partners
Pennsylvania
$25M +$3.19M +92,647 +16%
MIM
12
Morningstar Investment Management
Illinois
$23.6M +$3.15M +91,303 +16%
AL
13
Aspiriant LLC
California
$22.6M -$414K -12,015 -2%
AC
14
AlphaCore Capital
California
$22.2M +$1.01M +29,288 +5%
KLI
15
Kelman-Lazarov Inc
Tennessee
$21.9M +$70.3K +2,040 +0.3%
Raymond James Financial
16
Raymond James Financial
Florida
$21.4M +$789K +22,905 +4%
RCA
17
Resonant Capital Advisors
Wisconsin
$20.8M +$158K +4,585 +0.8%
UBS Group
18
UBS Group
Switzerland
$20M +$686K +19,894 +4%
ECM
19
Elgethun Capital Management
South Dakota
$17.8M +$1.49M +43,211 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$17.1M +$275K +7,980 +2%
HWA
21
HHM Wealth Advisors
Tennessee
$16.2M -$2.47M -71,773 -14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$16.1M -$225K -6,521 -1%
PS
23
Principal Securities
Iowa
$15.8M -$1.09M -31,504 -7%
SSWG
24
Seven Springs Wealth Group
Tennessee
$15.8M +$1.4M +40,732 +10%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$15.7M +$1.41M +40,887 +10%