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Schwab Emerging Markets Equity ETF

751 hedge funds and large institutions have $3.98B invested in Schwab Emerging Markets Equity ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 255 increasing their positions, 311 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.2%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
72
Increased
255
Reduced
311
Closed
56
Calls
$838K
Puts
$8K
Net Calls
+$830K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
ML
26
McAdam LLC
Pennsylvania
$30.2M -$3.34M -121,253 -10%
RRWA
27
Rainey & Randall Wealth Advisors
Florida
$29M +$358K +12,995 +1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$26.2M +$1.4M +50,746 +6%
FEG
29
Fund Evaluation Group
Ohio
$25.7M +$11.9M +431,461 +86%
JFG
30
JMG Financial Group
Illinois
$25.6M -$650K -23,567 -2%
Cerity Partners
31
Cerity Partners
New York
$24.1M +$136K +4,917 +0.6%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$22.9M +$8.91M +323,265 +63%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$20.7M +$2.4M +87,202 +13%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$20.4M +$10.1M +367,964 +99%
SCM
35
SCS Capital Management
Massachusetts
$20.2M +$3.53M +127,962 +21%
CCA
36
Clearwater Capital Advisors
Illinois
$19.6M +$530K +19,234 +3%
BP
37
Ballentine Partners
Massachusetts
$19.5M -$181K -6,569 -0.9%
PCIA
38
Prime Capital Investment Advisors
Kansas
$18.8M +$8.57M +310,852 +84%
UBS Group
39
UBS Group
Switzerland
$18.8M -$96K -3,483 -0.5%
BEI
40
Benjamin Edwards Inc
Missouri
$18.6M -$3.41M -123,821 -16%
EWM
41
Empirical Wealth Management
Washington
$18M +$1.79M +65,077 +11%
CST
42
Charles Schwab Trust
Nevada
$16.9M +$1.49M +54,080 +10%
SWRP
43
Summit Wealth & Retirement Planning
California
$15.3M +$648K +23,497 +4%
Osaic Holdings
44
Osaic Holdings
Arizona
$15M +$3.26M +118,398 +28%
AWMG
45
Alliance Wealth Management Group
New Jersey
$14.7M +$873K +31,666 +6%
TCM
46
Towercrest Capital Management
Pennsylvania
$14.7M +$873K +31,666 +6%
GWM
47
Geneos Wealth Management
Colorado
$13.7M +$6.9M +249,660 +101%
LPL Financial
48
LPL Financial
California
$13.6M -$544K -19,723 -4%
KFC
49
Klingenstein Fields & Co
New York
$13.5M -$193K -6,987 -1%
PPH
50
Pure Portfolios Holdings
Oregon
$13.5M +$179K +6,503 +1%