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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 %
WP
376
WealthPLAN Partners
Nebraska
$567K +$8.5K +343 +2%
KA
377
Kearns & Associates
California
$567K
CPIG
378
Chicago Partners Investment Group
Illinois
$560K -$268K -11,101 -32%
CCG
379
Coastwise Capital Group
California
$555K -$1.46K -59 -0.3%
Thrivent Financial for Lutherans
380
Thrivent Financial for Lutherans
Minnesota
$548K +$301K +12,133 +122%
S
381
Sachetta
Massachusetts
$546K +$546K +22,012 New
DFC
382
DBK Financial Counsel
Ohio
$539K
AFG
383
Atomi Financial Group
New York
$528K +$528K +21,297 New
MA
384
Modus Advisors
Minnesota
$520K +$194K +7,806 +59%
MCM
385
Mendel Capital Management
Arkansas
$517K -$21.4K -864 -4%
SCM
386
SOL Capital Management
Maryland
$512K -$61.4K -2,478 -11%
CIAS
387
Capital Investment Advisory Services
North Carolina
$511K +$35.9K +1,448 +8%
BBW
388
Blue Barn Wealth
Utah
$509K -$8.35K -337 -2%
BJL
389
Brighton Jones LLC
Washington
$508K -$20.1K -811 -4%
Renaissance Technologies
390
Renaissance Technologies
New York
$508K +$508K +20,500 New
RF
391
RHS Financial
California
$497K -$473K -19,060 -49%
AWA
392
Alaska Wealth Advisors
Alaska
$496K +$53.9K +2,175 +12%
CAL
393
Capital Advisors Ltd
Ohio
$491K -$7.8K -315 -2%
CCA
394
Clarity Capital Advisors
Florida
$490K +$490K +19,783 New
WF
395
Warner Financial
Maryland
$490K +$16.2K +651 +3%
SFP
396
Sterling Financial Planning
New Jersey
$490K -$59.3K -2,392 -11%
LFA
397
Laraway Financial Advisors
Minnesota
$483K -$7.36K -297 -2%
WBCM
398
Wilson & Boucher Capital Management
California
$481K +$322 +13 +0.1%
EK
399
Evensky & Katz
Florida
$479K +$4.32K +174 +0.9%
TWP
400
Tempus Wealth Planning
California
$477K +$49.9K +2,014 +12%