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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 %
KNFPWM
426
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$443K -$9.59K -360 -2%
SAM
427
SignalPoint Asset Management
Missouri
$442K -$48K -1,802 -10%
MWM
428
Meridian Wealth Management
Kentucky
$439K +$1.81K +68 +0.4%
WFA
429
Wade Financial Advisory
California
$433K +$73.8K +2,770 +21%
CTWM
430
Cherry Tree Wealth Management
Minnesota
$432K +$3.41K +128 +0.8%
CIAS
431
Capital Investment Advisory Services
North Carolina
$431K +$84.6K +3,178 +24%
ACA
432
Atlas Capital Advisors
Wyoming
$431K +$5.35K +201 +1%
MWA
433
Motive Wealth Advisors
Michigan
$425K
EWM
434
Evermay Wealth Management
Virginia
$414K +$879 +33 +0.2%
VAMG
435
Voisard Asset Management Group
Michigan
$413K -$526K -19,745 -56%
VWA
436
Valued Wealth Advisors
Utah
$411K +$107K +4,010 +35%
CWG
437
Cornerstone Wealth Group
North Carolina
$410K +$22.7K +852 +6%
CCWM
438
Cassaday & Co Wealth Management
Virginia
$409K +$409K +15,373 New
EFS
439
Econ Financial Services
Pennsylvania
$409K -$23.5K -883 -5%
Wealthfront Advisers
440
Wealthfront Advisers
California
$409K +$48.9K +1,836 +14%
SIC
441
Salem Investment Counselors
North Carolina
$406K +$9.85K +370 +2%
CAG
442
Curtis Advisory Group
California
$406K +$5.89K +221 +1%
HCA
443
Horan Capital Advisors
Ohio
$406K -$19.8K -745 -5%
GCA
444
Gradient Capital Advisors
California
$403K +$6.87K +258 +2%
FVWA
445
Foster Victor Wealth Advisors
South Carolina
$400K +$1.46K +55 +0.4%
SP
446
SWS Partners
Ohio
$399K -$39.7K -1,492 -9%
SWM
447
Spire Wealth Management
Virginia
$398K +$31.5K +1,183 +9%
SWA
448
Stratos Wealth Advisors
Ohio
$397K +$12.1K +455 +3%
ATWA
449
Arbor Trust Wealth Advisors
Michigan
$396K -$27.3K -1,025 -6%
SSWM
450
Sheets Smith Wealth Management
North Carolina
$396K +$9.61K +361 +2%