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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 %
SIM
401
Sterling Investment Management
Arizona
$464K +$464K +18,719 New
EGWAG
402
Elwood & Goetz Wealth Advisory Group
Georgia
$463K -$5.01K -202 -1%
PWM
403
Power Wealth Management
Georgia
$462K +$462K +18,649 New
BL
404
BFSG LLC
California
$462K +$12K +485 +3%
FA
405
FC Advisory
Pennsylvania
$460K -$17.9K -723 -4%
AWM
406
Act Wealth Management
Texas
$458K +$13.6K +549 +3%
TC
407
Tenret Company
Florida
$455K +$455K +18,337 New
HCA
408
Horan Capital Advisors
Ohio
$453K -$79.4K -3,204 -15%
BCM
409
Bourgeon Capital Management
Connecticut
$450K +$14.7K +592 +3%
WFA
410
Wade Financial Advisory
California
$450K -$69.5K -2,802 -13%
OCM
411
One Capital Management
California
$444K +$223K +8,980 +100%
PA
412
Procyon Advisors
Connecticut
$434K -$11.5K -462 -3%
KAS
413
Kestra Advisory Services
Texas
$432K +$90.9K +3,665 +27%
CA
414
Clearstead Advisors
Ohio
$427K -$346K -13,975 -45%
VFIC
415
Valley Forge Investment Consultants
Pennsylvania
$421K -$62.9K -2,537 -13%
FVWA
416
Foster Victor Wealth Advisors
South Carolina
$420K +$14.4K +590 +4%
IA
417
IFP Advisors
Florida
$418K -$979K -39,498 -70%
GAM
418
Garrison Asset Management
Arkansas
$416K -$14K -565 -3%
MWM
419
Meridian Wealth Management
Kentucky
$416K -$419K -16,907 -50%
HIGP
420
Hill Investment Group Partners
Missouri
$415K
BCM
421
Brookstone Capital Management
Illinois
$414K -$4.02K -162 -1%
FCC
422
Flower City Capital
New York
$414K -$64.2K -2,590 -13%
FA
423
FF Advisors
California
$411K +$411K +16,580 New
SCM
424
Sollinda Capital Management
Florida
$407K +$407K +16,419 New
PCMC
425
Private Capital Management (Colorado)
Colorado
$407K -$92.3K -3,725 -19%