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Schwab Emerging Markets Equity ETF

763 hedge funds and large institutions have $4.36B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 284 increasing their positions, 309 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

8% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 309

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
763
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$835K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
BlueSky Wealth Advisors
North Carolina
$35.5M
JFG
27
JMG Financial Group
Illinois
$31.9M
RRWA
28
Rainey & Randall Wealth Advisors
Florida
$31.5M
ML
29
McAdam LLC
Pennsylvania
$30.7M
FEG
30
Fund Evaluation Group
Ohio
$27.7M
Cerity Partners
31
Cerity Partners
New York
$25.3M
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$23.4M
SCM
33
SCS Capital Management
Massachusetts
$22.6M
BP
34
Ballentine Partners
Massachusetts
$21.4M
BEI
35
Benjamin Edwards Inc
Missouri
$21.2M
UBS Group
36
UBS Group
Switzerland
$20.7M
EWM
37
Empirical Wealth Management
Washington
$20M
CST
38
Charles Schwab Trust
Nevada
$18.4M
SWRP
39
Summit Wealth & Retirement Planning
California
$17.6M
Osaic Holdings
40
Osaic Holdings
Arizona
$16M
TCM
41
Towercrest Capital Management
Pennsylvania
$15.7M
AWMG
42
Alliance Wealth Management Group
New Jersey
$15.7M
PPH
43
Pure Portfolios Holdings
Oregon
$14.9M
WA
44
Waverly Advisors
Alabama
$14.7M
KFC
45
Klingenstein Fields & Co
New York
$14M
WCWM
46
Wooster Corthell Wealth Management
Connecticut
$13.7M
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$13.4M
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$13.3M
LPL Financial
49
LPL Financial
California
$13.2M
NGA
50
Naples Global Advisors
Florida
$13.2M