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Schwab Emerging Markets Equity ETF

753 hedge funds and large institutions have $4.51B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 315 increasing their positions, 270 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+28
Holders Change %
+3.86%
% of All Funds
10.02%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.39%
New
85
Increased
315
Reduced
270
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
251
Peapack-Gladstone Financial Corp
New Jersey
$1.42M -$5.62K -211 -0.4%
WA
252
Waterford Advisors
New York
$1.41M -$65.2K -2,450 -4%
ACG
253
Allen Capital Group
Nebraska
$1.4M +$67.2K +2,524 +5%
B
254
Bailard
California
$1.39M -$65.6K -2,464 -5%
DWM
255
Dakota Wealth Management
Florida
$1.37M -$41.1K -1,545 -3%
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$1.37M -$6.5K -244 -0.5%
RWM
257
Rialto Wealth Management
New York
$1.36M +$1.36M +50,904 New
CNWM
258
Clay Northam Wealth Management
California
$1.34M -$64.4K -2,417 -5%
RRCM
259
Rappaport Reiches Capital Management
Illinois
$1.34M -$826 -31 -0.1%
BIA
260
Bell Investment Advisors
California
$1.32M +$16.5K +621 +1%
JBA
261
Johnson Bixby & Associates
Washington
$1.31M -$253K -9,511 -16%
DE
262
Diversified Enterprises
Delaware
$1.3M -$427K -16,046 -25%
WPWM
263
Windward Private Wealth Management
Kansas
$1.28M -$47K -1,765 -4%
TWM
264
Tradition Wealth Management
Minnesota
$1.27M +$1.31K +49 +0.1%
CFG
265
Clayton Financial Group
Missouri
$1.27M +$127K +4,764 +11%
MWM
266
Modera Wealth Management
New Jersey
$1.27M -$193K -7,259 -13%
NFW
267
Noble Family Wealth
Florida
$1.23M -$3.98K -149 -0.3%
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
$1.22M +$1.22M +45,876 New
JWM
269
JFG Wealth Management
Colorado
$1.21M +$968K +36,359 +398%
BJL
270
Brighton Jones LLC
Washington
$1.21M +$298K +11,195 +33%
FWS
271
FinDec Wealth Services
California
$1.19M -$326K -12,237 -22%
ADL
272
Asset Dedication LLC
California
$1.18M -$95.1K -3,572 -7%
Empower Advisory Group
273
Empower Advisory Group
Colorado
$1.15M -$76.1K -2,859 -6%
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$1.15M +$199K +7,488 +21%
MCCA
275
Mill Creek Capital Advisors
Pennsylvania
$1.15M +$158K +5,930 +16%