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Schwab Emerging Markets Equity ETF

672 hedge funds and large institutions have $5.68B invested in Schwab Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 230 increasing their positions, 303 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-32
Holders Change %
-4.55%
% of All Funds
10.71%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
39
Increased
230
Reduced
303
Closed
57
Calls
$1.02M
Puts
$7K
Net Calls
+$1.01M
Net Calls Change
+$333K
Name Holding Trade Value Shares
Change
Shares
Change %
TA
476
TrueWealth Advisors
Alabama
$261K -$196K -8,167 -43%
GWWM
477
Great Waters Wealth Management
Minnesota
$257K -$12.5K -524 -5%
FFA
478
Farther Finance Advisors
California
$257K +$88.5K +3,697 +53%
TNA
479
True North Advisors
Texas
$257K -$18.4K -768 -7%
SB
480
Sunflower Bank
Texas
$251K
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
$250K +$250K +10,422 New
Prudential Financial
482
Prudential Financial
New Jersey
$249K +$9K +376 +4%
WIM
483
Warwick Investment Management
Texas
$248K +$9.6K +401 +4%
PCA
484
Prosperity Capital Advisors
Ohio
$247K +$958 +40 +0.4%
PWA
485
Physician Wealth Advisors
Utah
$247K
SQA
486
Simon Quick Advisors
New Jersey
$246K +$246K +10,283 New
SIC
487
Sigma Investment Counselors
Michigan
$246K +$6.03K +252 +3%
SSW
488
Stone Summit Wealth
Florida
$245K +$245K +10,234 New
PFP
489
Pinnacle Financial Partners
Tennessee
$243K
Fifth Third Bancorp
490
Fifth Third Bancorp
Ohio
$242K +$3.3K +138 +1%
GWM
491
GSB Wealth Management
Connecticut
$240K -$96.6K -4,036 -29%
CI
492
Cordant Inc
Oregon
$239K -$2.23K -93 -0.9%
Thrivent Financial for Lutherans
493
Thrivent Financial for Lutherans
Minnesota
$238K -$38.8K -1,628 -14%
Qube Research & Technologies (QRT)
494
Qube Research & Technologies (QRT)
United Kingdom
$238K +$238K +9,930 New
LNC
495
Lincoln National Corp
Pennsylvania
$237K +$35.9K +1,501 +18%
AAS
496
Ameritas Advisory Services
Nebraska
$236K
ATC
497
Argent Trust Co
Tennessee
$236K -$8.24K -344 -3%
KOC
498
Koss-Olinger Consulting
Florida
$231K -$24.8M -1,038,935 -99%
IIM
499
Ironwood Investment Management
Massachusetts
$231K
KCPG
500
Kavar Capital Partners Group
Kansas
$231K +$231K +9,632 New