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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 %
US Bancorp
301
US Bancorp
Minnesota
$951K +$61.7K +2,487 +7%
CFD
302
Creative Financial Designs
Indiana
$950K -$112K -4,517 -11%
BWM
303
BCS Wealth Management
Tennessee
$950K -$86.6K -3,492 -8%
FSWA
304
Financial Synergies Wealth Advisors
Texas
$943K +$906K +38,288 +2,462%
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$940K -$142K -5,725 -13%
AWS
306
Atria Wealth Solutions
New York
$938K +$938K +37,844 New
LBC
307
Lowe Brockenbrough & Co
Virginia
$937K -$318K -12,832 -25%
OFS
308
OneAscent Financial Services
Alabama
$937K +$16.1K +648 +2%
MAS
309
Madden Advisory Services
Florida
$925K +$108K +4,338 +13%
FM
310
Foster & Motley
Ohio
$905K +$45K +1,814 +5%
GFPC
311
Global Financial Private Client
Florida
$900K +$35.7K +1,442 +4%
CA
312
Cetera Advisors
Colorado
$892K +$97.7K +3,941 +12%
BDFN
313
Bond & Devick Financial Network
Minnesota
$888K -$15.8K -637 -2%
AWM
314
Axxcess Wealth Management
California
$878K -$243K -9,798 -22%
CWA
315
Carolina Wealth Advisors
South Carolina
$877K -$13.8K -558 -2%
RPG
316
Resource Planning Group
Georgia
$864K -$207K -8,334 -19%
AWM
317
Accurate Wealth Management
Florida
$854K +$40.6K +1,675 +5%
SOS
318
Silver Oak Securities
Tennessee
$853K +$713K +28,777 +512%
FCM
319
Firestone Capital Management
Florida
$844K -$201K -8,119 -19%
EFS
320
Econ Financial Services
Pennsylvania
$839K +$10.3K +416 +1%
SW
321
SteelPeak Wealth
California
$838K +$838K +33,814 New
Baird Financial Group
322
Baird Financial Group
Wisconsin
$837K +$79.7K +3,214 +11%
MFA
323
Morling Financial Advisors
California
$826K
ACG
324
Allen Capital Group
Nebraska
$816K -$189K -7,614 -19%
FG
325
Foster Group
Iowa
$813K