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Schwab Emerging Markets Equity ETF

735 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 107 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+63
Holders Change %
+9.38%
% of All Funds
10.77%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
107
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 %
LJAC
276
L.J. Altfest & Co
New York
$1.15M +$50.5K +2,038 +5%
MMHP
277
Murphy Middleton Hinkle & Parker
Georgia
$1.15M +$744 +30 +0.1%
NFW
278
Noble Family Wealth
Florida
$1.13M +$1.54K +62 +0.1%
AOWM
279
Alpha Omega Wealth Management
Virginia
$1.12M -$1.88K -76 -0.2%
ATWA
280
Arbor Trust Wealth Advisors
Michigan
$1.11M -$1.01M -40,649 -48%
Comerica Bank
281
Comerica Bank
Texas
$1.11M -$511K -20,633 -32%
IWC
282
Integrated Wealth Concepts
Massachusetts
$1.1M -$201K -8,122 -15%
CPL
283
CAP Partners LLC
Tennessee
$1.09M +$1.09M +43,786 New
SFG
284
Sunburst Financial Group
Alabama
$1.08M +$55.1K +2,222 +5%
SIA
285
Soltis Investment Advisors
Utah
$1.08M +$267K +10,757 +33%
ES
286
Eagle Strategies
New York
$1.07M -$4.78K -193 -0.4%
WH
287
Whitcomb & Hess
Ohio
$1.06M +$40.9K +1,649 +4%
MCCA
288
Mill Creek Capital Advisors
Pennsylvania
$1.06M +$565K +22,786 +115%
SCM
289
Sebold Capital Management
Illinois
$1.05M -$39K -1,574 -4%
Koshinski Asset Management
290
Koshinski Asset Management
Illinois
$1.04M +$192K +7,756 +23%
RC
291
Roundview Capital
New Jersey
$1.02M -$1.2M -48,542 -54%
OFG
292
Oxford Financial Group
Indiana
$1.01M
NA
293
NewEdge Advisors
Louisiana
$1M +$528K +21,652 +112%
SWM
294
SeaCrest Wealth Management
New York
$990K -$75.3K -3,084 -7%
CW
295
CIC Wealth
Maryland
$979K -$313K -12,608 -24%
Truist Financial
296
Truist Financial
North Carolina
$965K -$264K -10,638 -21%
AIM
297
Athena Investment Management
California
$962K +$56.6K +2,282 +6%
RBC
298
Roble Belko & Company
Pennsylvania
$962K -$50.8K -2,051 -5%
ACM
299
Armbruster Capital Management
New York
$953K -$372 -15 -0%
GP
300
Greenline Partners
New York
$953K