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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
CHA
26
Cooper/Haims Advisors
New York
$41.4M -$822K -26,096 -2%
BWA
27
BlueSky Wealth Advisors
North Carolina
$38.9M -$406K -12,886 -1%
RRWA
28
Rainey & Randall Wealth Advisors
Florida
$35M +$143K +4,528 +0.4%
JFG
29
JMG Financial Group
Illinois
$34M -$1.25M -39,558 -4%
ML
30
McAdam LLC
Pennsylvania
$33.4M -$572K -18,143 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$33.3M -$40.3M -1,279,125 -56%
FEG
32
Fund Evaluation Group
Ohio
$29.3M -$1.33M -42,179 -5%
Cerity Partners
33
Cerity Partners
New York
$27.9M -$106K -3,355 -0.4%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$27.6M +$1.53M +48,568 +6%
MCIA
35
Mountain Capital Investment Advisors
Colorado
$25.6M +$24M +762,515 New
BEI
36
Benjamin Edwards Inc
Missouri
$25M +$1.43M +45,513 +6%
SCM
37
SCS Capital Management
Massachusetts
$24.9M -$106K -3,375 -0.5%
EWM
38
Empirical Wealth Management
Washington
$24.1M +$1.86M +58,908 +9%
BP
39
Ballentine Partners
Massachusetts
$23.6M -$87.8K -2,786 -0.4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$22.7M +$17M +538,562 +381%
UBS Group
41
UBS Group
Switzerland
$22.4M -$553K -17,547 -3%
CST
42
Charles Schwab Trust
Nevada
$21.4M +$1.01M +32,201 +5%
WA
43
Waverly Advisors
Alabama
$17.3M +$908K +28,811 +6%
Osaic Holdings
44
Osaic Holdings
Arizona
$17.2M +$46K +1,459 +0.3%
AWMG
45
Alliance Wealth Management Group
New Jersey
$17M -$412K -13,087 -3%
TCM
46
Towercrest Capital Management
Pennsylvania
$17M -$412K -13,087 -3%
SWRP
47
Summit Wealth & Retirement Planning
California
$16.5M -$2.75M -87,312 -15%
PPH
48
Pure Portfolios Holdings
Oregon
$16.4M -$108K -3,418 -0.7%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$16.2M +$1.4M +44,559 +10%
LPL Financial
50
LPL Financial
California
$16.2M +$1.42M +45,039 +10%