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Schwab Emerging Markets Equity ETF

759 hedge funds and large institutions have $4.3B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 282 increasing their positions, 307 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

8% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 307

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
759
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$835K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
326
Lyell Wealth Management
California
$944K
CIA
327
Concurrent Investment Advisors
Florida
$942K
OFG
328
Oxford Financial Group
Indiana
$939K
BFM
329
Broadview Financial Management
Wisconsin
$936K
CPIG
330
Chicago Partners Investment Group
Illinois
$935K
LJAC
331
L.J. Altfest & Co
New York
$923K
ASN
332
Advisory Services Network
Georgia
$923K
FPAS
333
Focus Partners Advisor Solutions
Missouri
$909K
FWS
334
FinDec Wealth Services
California
$895K
DT
335
Diversified Trust
Tennessee
$893K
AIS
336
American Investment Services
Massachusetts
$889K
MFA
337
Morling Financial Advisors
California
$886K
CCA
338
Clearwater Capital Advisors
Illinois
$866K
William Blair & Company
339
William Blair & Company
Illinois
$866K
Koshinski Asset Management
340
Koshinski Asset Management
Illinois
$863K
SEI Investments
341
SEI Investments
Pennsylvania
$862K
WPW
342
Watershed Private Wealth
Illinois
$852K
EFP
343
Elser Financial Planning
Indiana
$850K
FCM
344
Firestone Capital Management
Florida
$841K
AAS
345
Avantax Advisory Services
Texas
$838K
WP
346
Westmount Partners
California
$829K
OFS
347
OneAscent Financial Services
Alabama
$818K
MMHP
348
Murphy Middleton Hinkle & Parker
Georgia
$795K
SAI
349
Savvy Advisors Inc
New York
$794K
CWM
350
Congress Wealth Management
Massachusetts
$794K