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Schwab Emerging Markets Equity ETF

734 hedge funds and large institutions have $5.9B invested in Schwab Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+62
Holders Change %
+9.23%
% of All Funds
10.76%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
106
Increased
256
Reduced
301
Closed
39
Calls
$746K
Puts
$22K
Net Calls
+$724K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
OA
251
Operose Advisors
Wisconsin
$1.39M -$952K -38,415 -41%
MWM
252
Mission Wealth Management
California
$1.38M -$77.5K -3,125 -5%
CNWM
253
Clay Northam Wealth Management
California
$1.37M -$22.3K -900 -2%
SA
254
Sunesis Advisors
Kansas
$1.35M +$1.81K +73 +0.1%
JF
255
Joule Financial
Kentucky
$1.35M +$82.6K +3,331 +7%
VBWMG
256
Von Berge Wealth Management Group
California
$1.33M -$1.13M -46,632 -46%
TIM
257
Thompson Investment Management
Wisconsin
$1.3M +$166K +6,682 +15%
PCM
258
Passive Capital Management
Maryland
$1.3M -$446 -18 -0%
WCM
259
Winthrop Capital Management
Indiana
$1.3M +$1.3M +52,437 New
RRCM
260
Rappaport Reiches Capital Management
Illinois
$1.27M +$521 +21 +0%
B
261
Bensler
Washington
$1.26M -$361K -14,563 -22%
CFO
262
CVA Family Office
Colorado
$1.26M -$195K -7,871 -13%
WPW
263
Watershed Private Wealth
Illinois
$1.26M -$167K -6,717 -12%
MWM
264
Modera Wealth Management
New Jersey
$1.26M -$92.3K -3,722 -7%
HWM
265
HB Wealth Management
Georgia
$1.25M -$48.9K -1,972 -4%
Jane Street
266
Jane Street
New York
$1.25M -$36.5M -1,471,930 -97%
Janney Montgomery Scott
267
Janney Montgomery Scott
Pennsylvania
$1.24M -$278K -11,203 -18%
CWP
268
Cyndeo Wealth Partners
Florida
$1.22M -$110K -4,440 -8%
NIC
269
Northwest Investment Counselors
Oregon
$1.21M -$162K -6,519 -12%
RJA
270
Raymond James & Associates
Florida
$1.2M -$220K -8,857 -15%
FPCG
271
Fort Pitt Capital Group
Pennsylvania
$1.19M +$1.19M +48,116 New
WCFA
272
Walkner Condon Financial Advisors
Wisconsin
$1.19M +$267K +10,759 +29%
KIG
273
Kowal Investment Group
Wisconsin
$1.18M -$29.3K -1,181 -2%
GFS
274
GYL Financial Synergies
Connecticut
$1.17M +$54.1K +2,182 +5%
LJAC
275
L.J. Altfest & Co
New York
$1.15M +$50.5K +2,038 +5%