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Schwab Emerging Markets Equity ETF

784 hedge funds and large institutions have $5.03B invested in Schwab Emerging Markets Equity ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 265 increasing their positions, 300 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

15% more capital invested

Capital invested by funds: $4.36B → $5.03B (+$675M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

2% more funds holding

Funds holding: 769784 (+15)

1.77% more ownership

Funds ownership: 42.46%44.23% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 300

Holders
784
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
10.29%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
74
Increased
265
Reduced
300
Closed
41
Calls
$607K
Puts
Net Calls
+$607K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
301
Sunburst Financial Group
Alabama
$1.24M -$60K -1,905 -5%
BWM
302
BCS Wealth Management
Tennessee
$1.24M -$126K -3,999 -10%
LBC
303
Lowe Brockenbrough & Co
Virginia
$1.24M -$30.4K -965 -3%
FWA
304
FSM Wealth Advisors
Ohio
$1.22M -$48.9K -1,552 -4%
DI
305
Disciplined Investors
Texas
$1.22M +$71.7K +2,275 +7%
RC
306
Roundview Capital
New Jersey
$1.21M +$18.8K +598 +2%
Truist Financial
307
Truist Financial
North Carolina
$1.2M -$18.1K -574 -2%
GFPC
308
Global Financial Private Client
Florida
$1.19M -$28.4K -900 -2%
WMWM
309
Wilkins Miller Wealth Management
Alabama
$1.19M -$23.6K -748 -2%
ACM
310
Armbruster Capital Management
New York
$1.18M
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$1.17M -$292K -9,273 -21%
KWM
312
Kingsview Wealth Management
Oregon
$1.16M +$768K +24,385 +234%
ASN
313
Advisory Services Network
Georgia
$1.16M +$136K +4,319 +14%
SW
314
Simplicity Wealth
New Jersey
$1.15M +$1.08M +34,378 New
LKBC
315
L.K. Benson & Company
Maryland
$1.14M -$8.38K -266 -0.8%
CFA
316
Cahill Financial Advisors
Minnesota
$1.14M +$25.6K +813 +2%
Comerica Bank
317
Comerica Bank
Texas
$1.13M +$6.55K +208 +0.6%
CMBA
318
C.M. Bidwell & Associates
Hawaii
$1.1M +$40.5K +1,286 +4%
KW
319
Keyvantage Wealth
Pennsylvania
$1.08M -$8.57K -272 -0.8%
EWA
320
EverSource Wealth Advisors
Alabama
$1.07M +$991K +31,466 +5,838%
TWM
321
Tradition Wealth Management
Minnesota
$1.07M -$15.6K -495 -2%
LWM
322
Lyell Wealth Management
California
$1.06M +$14.8K +470 +2%
CPIG
323
Chicago Partners Investment Group
Illinois
$1.06M +$33.7K +1,069 +4%
FVIM
324
Fort Vancouver Investment Management
Washington
$1.05M
OFG
325
Oxford Financial Group
Indiana
$1.04M