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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 %
PTC
351
Private Trust Company
Ohio
$641K +$36.8K +1,485 +6%
APG
352
Abacus Planning Group
South Carolina
$641K -$57.9K -2,337 -8%
FWP
353
Falcon Wealth Planning
California
$640K
BIP
354
Blueprint Investment Partners
North Carolina
$637K +$132K +5,326 +26%
William Blair & Company
355
William Blair & Company
Illinois
$635K +$119K +4,809 +23%
AIP
356
Ameritas Investment Partners
Nebraska
$634K -$3.5K -141 -0.5%
ACM
357
Alpha Capital Management
Texas
$634K -$810K -32,680 -56%
JWM
358
Janiczek Wealth Management
Colorado
$624K -$15.7K -633 -2%
FWM
359
Fonville Wealth Management
Virginia
$623K +$623K +25,146 New
AFAS
360
Acorn Financial Advisory Services
Virginia
$623K -$33.9K -1,389 -5%
AWM
361
Abound Wealth Management
Tennessee
$622K +$138K +5,574 +29%
CMBA
362
C.M. Bidwell & Associates
Hawaii
$619K +$44.2K +1,781 +8%
CBFP
363
Cedar Brook Financial Partners
Ohio
$618K +$60.9K +2,516 +11%
DWT
364
Dorsey & Whitney Trust
South Dakota
$602K
SFG
365
StrategIQ Financial Group
Indiana
$598K +$34.2K +1,379 +6%
EAM
366
Evanson Asset Management
California
$593K +$7.04K +284 +1%
SWM
367
Schwallier Wealth Management
Michigan
$589K +$589K +23,749 New
AIM
368
Aspen Investment Management
Michigan
$587K -$7.44K -300 -1%
MA
369
MCF Advisors
Kentucky
$586K +$17.8K +716 +3%
RG
370
Retirement Group
California
$580K -$3.84K -155 -0.7%
Northern Trust
371
Northern Trust
Illinois
$576K -$25 -1 -0%
RPGK
372
Retirement Planning Group (Kansas)
Kansas
$576K -$57.9K -2,335 -9%
MHR
373
Matthew Hamilton Rosenberg
$571K -$3.82K -154 -0.7%
CWM
374
Congress Wealth Management
Massachusetts
$569K -$97.2K -3,920 -15%
SP
375
SWS Partners
Ohio
$569K -$6.27K -253 -1%