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Schwab Fundamental Emerging Markets Large Company Index ETF

430 hedge funds and large institutions have $6.67B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 188 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 31

138% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 79

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

11% more funds holding

Funds holding: 388430 (+42)

4% more capital invested

Capital invested by funds: $6.41B → $6.67B (+$261M)

0.45% less ownership

Funds ownership: 82%81.55% (-0.45%)

Holders
430
Holders Change
+42
Holders Change %
+10.82%
% of All Funds
5.23%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
81
Increased
188
Reduced
79
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$4.43B +$40.2M +1,100,486 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$598M -$29.4M -805,220 -5%
Morgan Stanley
3
Morgan Stanley
New York
$147M +$46.8M +1,281,067 +46%
Bank of America
4
Bank of America
North Carolina
$77.8M -$7.35M -201,328 -9%
Victory Capital Management
5
Victory Capital Management
Texas
$72.9M
BWL
6
Bogart Wealth LLC
Virginia
$66.9M +$2.95M +80,741 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$48.8M +$4.84M +132,556 +11%
FM
8
Foster & Motley
Ohio
$45.6M -$532K -14,587 -1%
Wells Fargo
9
Wells Fargo
California
$43.1M +$43.3M +1,187,646 +17,571%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$41.3M +$41.8M +1,146,566 New
Osaic Holdings
11
Osaic Holdings
Arizona
$39.2M +$8.65M +237,007 +28%
UA
12
Unison Advisors
District of Columbia
$36M +$901K +24,677 +3%
MIM
13
Morningstar Investment Management
Illinois
$25.3M +$1.75M +47,915 +7%
AIP
14
Almanack Investment Partners
Pennsylvania
$25.2M +$313K +8,563 +1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$24.2M +$8.61M +235,950 +54%
RCA
16
Resonant Capital Advisors
Wisconsin
$23.1M +$2.33M +63,873 +11%
Raymond James Financial
17
Raymond James Financial
Florida
$22.4M +$1.05M +28,711 +5%
KLI
18
Kelman-Lazarov Inc
Tennessee
$21.9M +$84K +2,302 +0.4%
AC
19
AlphaCore Capital
California
$21.5M -$647K -17,734 -3%
UBS Group
20
UBS Group
Switzerland
$20.4M +$462K +12,663 +2%
AL
21
Aspiriant LLC
California
$19.6M -$2.99M -81,847 -13%
ECM
22
Elgethun Capital Management
South Dakota
$19.4M +$1.72M +47,007 +10%
JBA
23
Johnson Bixby & Associates
Washington
$19.3M +$3.73M +102,219 +24%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$17.8M +$794K +21,752 +5%
PS
25
Principal Securities
Iowa
$17.2M +$1.42M +38,798 +9%