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Schwab Emerging Markets Equity ETF

753 hedge funds and large institutions have $4.51B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 315 increasing their positions, 270 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+28
Holders Change %
+3.86%
% of All Funds
10.02%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.39%
New
85
Increased
315
Reduced
270
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
401
Coastwise Capital Group
California
$498K +$9.03K +339 +2%
BBW
402
Blue Barn Wealth
Utah
$498K -$3.97K -149 -0.8%
BL
403
BCWM LLC
Kansas
$495K +$495K +18,573 New
S
404
Sachetta
Massachusetts
$490K -$453 -17 -0.1%
SC
405
Schoolcraft Capital
Colorado
$484K -$639 -24 -0.1%
TC
406
TownSquare Capital
Utah
$483K -$244K -9,176 -34%
EGWAG
407
Elwood & Goetz Wealth Advisory Group
Georgia
$481K +$5.78K +217 +1%
OCM
408
One Capital Management
California
$480K -$52K -1,951 -10%
S
409
SignatureFD
Georgia
$479K -$40.1K -1,507 -8%
AWA
410
Arete Wealth Advisors
Illinois
$478K -$28.4K -1,064 -6%
WBCM
411
Wilson & Boucher Capital Management
California
$477K -$23.7K -889 -5%
BP
412
BWM Planning
Texas
$475K
OA
413
Operose Advisors
Wisconsin
$471K -$87.1K -3,269 -16%
BCM
414
Brookstone Capital Management
Illinois
$470K +$320 +12 +0.1%
MAS
415
Meeder Advisory Services
Ohio
$469K +$35.6K +1,336 +8%
ASN
416
Advisory Services Network
Georgia
$465K +$174K +6,544 +60%
CCM
417
Coldstream Capital Management
Washington
$461K -$426 -16 -0.1%
AWM
418
Act Wealth Management
Texas
$459K -$15.9K -596 -3%
LFA
419
Laraway Financial Advisors
Minnesota
$458K -$13.3K -499 -3%
MA
420
Modus Advisors
Minnesota
$452K -$14.2K -535 -3%
ONB
421
Old National Bancorp
Indiana
$448K +$15.4K +580 +4%
BBPWM
422
Blue Bell Private Wealth Management
Pennsylvania
$448K -$2.9K -109 -0.6%
AIM
423
Acropolis Investment Management
Missouri
$447K +$213 +8 +0%
PA
424
Procyon Advisors
Connecticut
$446K +$30.6K +1,148 +7%
CCA
425
Clarity Capital Advisors
Florida
$444K +$12.3K +461 +3%