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Schwab Emerging Markets Equity ETF

724 hedge funds and large institutions have $4.09B invested in Schwab Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 259 increasing their positions, 304 reducing their positions, and 39 closing their positions.

Holders
724
Holders Change
+6
Holders Change %
+0.84%
% of All Funds
10.47%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.48%
New
54
Increased
259
Reduced
304
Closed
39
Calls
$817K
Puts
$6K
Net Calls
+$811K
Net Calls Change
+$450K
Name Holding Trade Value Shares
Change
Shares
Change %
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$28.6M -$43.2K -1,481 -0.2%
JFG
27
JMG Financial Group
Illinois
$27.2M +$1.32M +45,101 +5%
Corient Private Wealth
28
Corient Private Wealth
Florida
$26.6M +$221K +7,590 +0.8%
WANY
29
Wealthspire Advisors (New York)
New York
$26.2M +$1.09M +37,506 +4%
Cerity Partners
30
Cerity Partners
New York
$24.6M +$10.3M +354,392 +73%
BEI
31
Benjamin Edwards Inc
Missouri
$22.3M +$22M +752,771 +7,555%
BP
32
Ballentine Partners
Massachusetts
$21.5M -$306K -10,497 -1%
UBS Group
33
UBS Group
Switzerland
$21.2M +$271K +9,276 +1%
CCA
34
Clearwater Capital Advisors
Illinois
$19.6M +$827K +28,335 +4%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$19.1M +$298K +10,203 +2%
SA
36
Sanctuary Advisors
Indiana
$18.8M +$10.6M +385,002 +131%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$18.4M -$872K -29,887 -5%
SCM
38
SCS Capital Management
Massachusetts
$18.4M -$1.71M -58,553 -9%
EWM
39
Empirical Wealth Management
Washington
$16.4M +$1.23M +42,214 +8%
HSA
40
HBK Sorce Advisory
Pennsylvania
$16.4M -$84.5K -2,897 -0.5%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$15.4M +$11.7M +401,943 +322%
CST
42
Charles Schwab Trust
Nevada
$15.3M +$1.95M +66,678 +15%
SWRP
43
Summit Wealth & Retirement Planning
California
$15.3M +$409K +14,007 +3%
LSAG
44
Lake Street Advisors Group
New Hampshire
$14.8M +$988K +33,848 +7%
AWMG
45
Alliance Wealth Management Group
New Jersey
$14.4M -$605K -20,748 -4%
TCM
46
Towercrest Capital Management
Pennsylvania
$14.4M -$605K -20,748 -4%
LPL Financial
47
LPL Financial
California
$14.1M +$375K +12,838 +3%
PPH
48
Pure Portfolios Holdings
Oregon
$13.8M +$13.8M +472,198 New
I
49
INVST
Indiana
$13.6M -$2.03M -69,628 -13%
WCWM
50
Wooster Corthell Wealth Management
Connecticut
$13.3M +$75.9K +2,602 +0.6%