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Schwab Emerging Markets Equity ETF

784 hedge funds and large institutions have $5.03B invested in Schwab Emerging Markets Equity ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 265 increasing their positions, 300 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

15% more capital invested

Capital invested by funds: $4.36B → $5.03B (+$675M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

2% more funds holding

Funds holding: 769784 (+15)

1.77% more ownership

Funds ownership: 42.46%44.23% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 300

Holders
784
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
10.29%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
74
Increased
265
Reduced
300
Closed
41
Calls
$607K
Puts
Net Calls
+$607K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
401
Clearview Wealth Advisors
Oregon
$703K +$23.3K +739 +4%
CCM
402
Coldstream Capital Management
Washington
$703K +$25.2K +801 +4%
YIH
403
Y-Intercept (HK)
Hong Kong
$700K -$419K -13,313 -39%
CP
404
Capital Planning
Washington
$699K +$19.5K +620 +3%
AWMM
405
Aegis Wealth Management (Maryland)
Maryland
$686K +$4.88K +155 +0.8%
SF
406
Summit Financial
New Jersey
$675K +$139K +4,414 +28%
CB
407
Commerce Bank
Missouri
$675K -$9.99K -317 -2%
RWM
408
Reston Wealth Management
Virginia
$674K +$12.3K +392 +2%
FWP
409
Falcon Wealth Planning
California
$672K
VT
410
Vise Technologies
New York
$663K +$56.1K +1,780 +10%
AFA
411
Avant Financial Advisors
Texas
$662K +$6.49K +206 +1%
APG
412
Abacus Planning Group
South Carolina
$659K -$3.31K -105 -0.5%
EFP
413
Elser Financial Planning
Indiana
$657K -$273K -8,667 -31%
EGWAG
414
Elwood & Goetz Wealth Advisory Group
Georgia
$649K -$27.1K -861 -4%
MHR
415
Matthew Hamilton Rosenberg
$643K
PNC Financial Services Group
416
PNC Financial Services Group
Pennsylvania
$638K +$22.7K +719 +4%
EK
417
Evensky & Katz
Florida
$626K -$8.63K -274 -1%
DS
418
DRW Securities
Illinois
$620K -$8.51M -270,008 -93%
FA
419
FF Advisors
California
$618K
VAG
420
VisionPoint Advisory Group
Texas
$611K +$232K +7,375 +68%
BP
421
BWM Planning
Texas
$595K
CCG
422
Coastwise Capital Group
California
$595K +$50.3K +1,597 +10%
S
423
Sachetta
Massachusetts
$593K
FM
424
Foster & Motley
Ohio
$590K -$92.2K -2,928 -14%
CL
425
Choreo LLC
Illinois
$587K -$7.21K -229 -1%