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Schwab Emerging Markets Equity ETF

672 hedge funds and large institutions have $5.68B invested in Schwab Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 230 increasing their positions, 303 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-32
Holders Change %
-4.55%
% of All Funds
10.71%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
39
Increased
230
Reduced
303
Closed
57
Calls
$1.02M
Puts
$7K
Net Calls
+$1.01M
Net Calls Change
+$333K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
251
IFP Advisors
Florida
$1.35M +$112K +4,695 +9%
CNWM
252
Clay Northam Wealth Management
California
$1.34M -$1.2K -50 -0.1%
NIC
253
Northwest Investment Counselors
Oregon
$1.33M -$44.5K -1,860 -3%
SWA
254
Sutton Wealth Advisors
Florida
$1.31M -$3.15M -131,407 -71%
MWM
255
Modera Wealth Management
New Jersey
$1.3M +$32.9K +1,376 +3%
SA
256
Sunesis Advisors
Kansas
$1.3M +$1.3M +54,401 New
CWP
257
Cyndeo Wealth Partners
Florida
$1.29M +$1.29M +53,766 New
CHA
258
Carmichael Hill & Associates
Maryland
$1.28M +$42.1K +1,757 +3%
PCM
259
Passive Capital Management
Maryland
$1.26M -$188K -7,857 -13%
IWC
260
Integrated Wealth Concepts
Massachusetts
$1.26M -$57.2K -2,390 -4%
HWM
261
HB Wealth Management
Georgia
$1.25M +$89.5K +3,739 +8%
CW
262
CIC Wealth
Maryland
$1.25M +$37K +1,546 +3%
RRCM
263
Rappaport Reiches Capital Management
Illinois
$1.22M -$16.1K -674 -1%
JF
264
Joule Financial
Kentucky
$1.22M +$128K +5,359 +12%
LBC
265
Lowe Brockenbrough & Co
Virginia
$1.21M +$15.1K +630 +1%
WPWM
266
Windward Private Wealth Management
Kansas
$1.2M -$38.2K -1,594 -3%
Truist Financial
267
Truist Financial
North Carolina
$1.19M -$208K -8,675 -15%
KIG
268
Kowal Investment Group
Wisconsin
$1.17M +$48.2K +2,013 +4%
DSA
269
Droms Strauss Advisors
Missouri
$1.12M -$16.3K -682 -1%
MMHP
270
Murphy Middleton Hinkle & Parker
Georgia
$1.11M -$9.98K -417 -0.9%
CAG
271
Curtis Advisory Group
California
$1.11M +$66K +2,757 +6%
TIM
272
Thompson Investment Management
Wisconsin
$1.1M -$4.5K -188 -0.4%
NFW
273
Noble Family Wealth
Florida
$1.09M -$5.6K -234 -0.5%
AWM
274
Axxcess Wealth Management
California
$1.08M -$91.2K -3,808 -8%
AOWM
275
Alpha Omega Wealth Management
Virginia
$1.08M