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Schwab Emerging Markets Equity ETF

758 hedge funds and large institutions have $4.3B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 282 increasing their positions, 307 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: 282 | Existing positions reduced: 307

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
758
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
JFG
26
JMG Financial Group
Illinois
$31.9M
RRWA
27
Rainey & Randall Wealth Advisors
Florida
$31.5M
ML
28
McAdam LLC
Pennsylvania
$30.7M
FEG
29
Fund Evaluation Group
Ohio
$27.7M
Cerity Partners
30
Cerity Partners
New York
$25.3M
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$23.4M
SCM
32
SCS Capital Management
Massachusetts
$22.6M
BP
33
Ballentine Partners
Massachusetts
$21.4M
BEI
34
Benjamin Edwards Inc
Missouri
$21.2M
UBS Group
35
UBS Group
Switzerland
$20.7M
EWM
36
Empirical Wealth Management
Washington
$20M
CST
37
Charles Schwab Trust
Nevada
$18.4M
SWRP
38
Summit Wealth & Retirement Planning
California
$17.6M
TCM
39
Towercrest Capital Management
Pennsylvania
$15.7M
AWMG
40
Alliance Wealth Management Group
New Jersey
$15.7M
PPH
41
Pure Portfolios Holdings
Oregon
$14.9M
WA
42
Waverly Advisors
Alabama
$14.7M
KFC
43
Klingenstein Fields & Co
New York
$14M
WCWM
44
Wooster Corthell Wealth Management
Connecticut
$13.7M
Osaic Holdings
45
Osaic Holdings
Arizona
$13.5M
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$13.4M
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$13.3M
LPL Financial
48
LPL Financial
California
$13.2M
NGA
49
Naples Global Advisors
Florida
$13.2M
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$13M