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Schwab Emerging Markets Equity ETF

672 hedge funds and large institutions have $5.68B invested in Schwab Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 230 increasing their positions, 303 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-32
Holders Change %
-4.55%
% of All Funds
10.71%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
39
Increased
230
Reduced
303
Closed
57
Calls
$1.02M
Puts
$7K
Net Calls
+$1.01M
Net Calls Change
+$333K
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
351
Dorsey & Whitney Trust
South Dakota
$581K -$102K -4,273 -15%
VF
352
Vawter Financial
Ohio
$581K -$178K -7,418 -23%
VAF
353
Values Added Financial
District of Columbia
$580K
AIM
354
Aspen Investment Management
Michigan
$573K -$16.5K -690 -3%
EAM
355
Evanson Asset Management
California
$566K -$133K -5,576 -19%
RG
356
Retirement Group
California
$564K +$15K +626 +3%
Northern Trust
357
Northern Trust
Illinois
$557K -$6.39K -267 -1%
CMBA
358
C.M. Bidwell & Associates
Hawaii
$556K +$20.4K +851 +4%
SP
359
SWS Partners
Ohio
$555K -$1.2K -50 -0.2%
MHR
360
Matthew Hamilton Rosenberg
$555K -$6.75K -282 -1%
SCM
361
SOL Capital Management
Maryland
$554K -$12.4K -519 -2%
CBFP
362
Cedar Brook Financial Partners
Ohio
$551K -$96.4K -4,027 -15%
MA
363
MCF Advisors
Kentucky
$549K +$17.3K +722 +3%
KA
364
Kearns & Associates
California
$547K
SFG
365
StrategIQ Financial Group
Indiana
$545K +$6.66K +278 +1%
WP
366
WealthPLAN Partners
Nebraska
$539K +$15.8K +658 +3%
CCG
367
Coastwise Capital Group
California
$537K +$19.4K +811 +4%
SFP
368
Sterling Financial Planning
New Jersey
$530K -$18.2K -762 -3%
DFC
369
DBK Financial Counsel
Ohio
$520K
MCM
370
Mendel Capital Management
Arkansas
$520K +$11.8K +492 +2%
HCA
371
Horan Capital Advisors
Ohio
$514K -$1.15M -47,851 -69%
BJL
372
Brighton Jones LLC
Washington
$510K -$45.2K -1,888 -8%
WFA
373
Wade Financial Advisory
California
$501K
BBW
374
Blue Barn Wealth
Utah
$500K -$11.6K -483 -2%
William Blair & Company
375
William Blair & Company
Illinois
$498K -$15.2K -633 -3%