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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 %
RWM
326
Reston Wealth Management
Virginia
$820K +$245K +9,187 +43%
MMCM
327
Murphy & Mullick Capital Management
New York
$801K +$801K +30,083 New
MFA
328
Morling Financial Advisors
California
$788K -$6.34K -238 -0.8%
AIS
329
American Investment Services
Massachusetts
$785K -$1.52K -57 -0.2%
EFP
330
Elser Financial Planning
Indiana
$783K -$37.4K -1,405 -5%
FCM
331
Firestone Capital Management
Florida
$776K -$25.2K -946 -3%
OFS
332
OneAscent Financial Services
Alabama
$774K +$774K +29,057 New
Baird Financial Group
333
Baird Financial Group
Wisconsin
$772K +$102K +3,823 +15%
GRP
334
Global Retirement Partners
California
$764K -$24.6K -924 -3%
FWM
335
FFT Wealth Management
Pennsylvania
$743K +$233K +8,768 +46%
Northern Trust
336
Northern Trust
Illinois
$737K +$157K +5,911 +27%
B
337
Bensler
Washington
$726K -$69K -2,592 -9%
AAS
338
Avantax Advisory Services
Texas
$726K +$27.2K +1,020 +4%
Natixis Advisors
339
Natixis Advisors
Massachusetts
$723K +$103K +3,848 +17%
CPIG
340
Chicago Partners Investment Group
Illinois
$715K +$175K +6,631 +32%
SB
341
Strategic Blueprint
Georgia
$711K +$142K +5,325 +25%
EFG
342
Everhart Financial Group
Ohio
$709K -$10.6K -397 -1%
HWA
343
HHM Wealth Advisors
Tennessee
$701K +$146K +5,473 +26%
LWM
344
Lyell Wealth Management
California
$699K -$4.37K -164 -0.6%
PSCM
345
Per Stirling Capital Management
Texas
$699K +$15.9K +596 +2%
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$698K +$453 +17 +0.1%
SFP
347
Sterling Financial Planning
New Jersey
$691K +$211K +7,909 +44%
CMBA
348
C.M. Bidwell & Associates
Hawaii
$678K -$17.7K -665 -3%
SPC
349
Sigma Planning Corp
Michigan
$675K -$51.2K -1,922 -7%
KA
350
Kearns & Associates
California
$672K