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Schwab Emerging Markets Equity ETF

864 hedge funds and large institutions have $5.05B invested in Schwab Emerging Markets Equity ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 316 increasing their positions, 322 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 31

4% more funds holding

Funds holding: 833864 (+31)

2% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 322

3% less capital invested

Capital invested by funds: $5.22B → $5.05B (-$171M)

1.25% less ownership

Funds ownership: 45.05%43.8% (-1.2%)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
864
Holders Change
+31
Holders Change %
+3.72%
% of All Funds
10.64%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.41%
New
77
Increased
316
Reduced
322
Closed
31
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$717M +$97.3M +2,851,208 +15%
Financial Engines Advisors
2
Financial Engines Advisors
California
$512M -$22.8M -669,081 -4%
HighTower Advisors
3
HighTower Advisors
Illinois
$312M -$6.39M -187,222 -2%
RIM
4
Rakuten Investment Management
Japan
$149M +$76.7M +2,245,603 +100%
US Bancorp
5
US Bancorp
Minnesota
$120M -$99M -2,899,885 -44%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$111M -$3.15M -92,205 -3%
Morgan Stanley
7
Morgan Stanley
New York
$80.2M +$3.68M +107,902 +5%
R
8
Rebalance
California
$72M +$562K +16,458 +0.8%
OWM
9
Orgel Wealth Management
Wisconsin
$69.5M +$3.67M +107,539 +5%
MG
10
Mather Group
Illinois
$68.6M -$495K -14,509 -0.7%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$68.1M +$15.2M +444,964 +27%
MGIA
12
Moneta Group Investment Advisors
Missouri
$63.1M +$737K +21,599 +1%
SA
13
Sanctuary Advisors
Indiana
$62.9M +$1.23M +36,013 +2%
KF
14
Krilogy Financial
Missouri
$60.3M +$1.63M +47,730 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$54.9M -$292K -8,541 -0.5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$51.6M -$516K -15,105 -1%
MCIA
17
Mountain Capital Investment Advisors
Colorado
$51.1M +$19.9M +581,479 +68%
Mariner
18
Mariner
Kansas
$50.3M +$1.25M +36,717 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$50.2M +$35.3M +1,033,463 +211%
Corient Private Wealth
20
Corient Private Wealth
Florida
$49.2M -$49.9M -1,462,957 -49%
Wells Fargo
21
Wells Fargo
California
$48.8M +$1.34M +39,256 +3%
HWA
22
Heartwood Wealth Advisors
Virginia
$48.5M -$2.64M -77,343 -5%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$47.7M -$1.39M -40,830 -3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$42.3M -$32.3M -946,710 -42%
WANY
25
Wealthspire Advisors (New York)
New York
$41.4M +$8.48M +248,465 +25%