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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
Lido Advisors
476
Lido Advisors
California
$453K +$427K +13,565 New
DPI
477
Diversified Portfolios Inc
Michigan
$453K -$31.4K -997 -7%
AV
478
Aspiring Ventures
Ohio
$446K -$89.6K -2,843 -18%
SFS
479
Summit Financial Strategies
Ohio
$445K -$16.3K -517 -4%
YIM
480
Yoffe Investment Management
Pennsylvania
$441K
SP
481
SWS Partners
Ohio
$440K -$5.2K -165 -1%
GWA
482
Geometric Wealth Advisors
District of Columbia
$439K
W
483
WorthPointe
California
$433K +$45.3K +1,437 +12%
MWA
484
Medallion Wealth Advisors
Connecticut
$431K +$111K +3,536 +38%
AF
485
Advisornet Financial
Minnesota
$430K -$3.28K -104 -0.8%
AR
486
Apeiron RIA
Texas
$426K -$5.83K -185 -1%
PVI
487
Pine Valley Investments
New Jersey
$424K +$22.9K +727 +6%
SA
488
Sunesis Advisors
Kansas
$424K +$400K +12,698 New
PFA
489
Pure Financial Advisors
California
$423K -$22K -697 -5%
State Street
490
State Street
Massachusetts
$423K +$130K +4,129 +48%
CI
491
Clal Insurance
Israel
$423K +$130K +4,129 +48%
GWM
492
GSB Wealth Management
Connecticut
$422K
AA
493
Ancora Advisors
Ohio
$418K -$12.7K -403 -3%
PK
494
Pflug Koory
Nebraska
$415K +$57.7K +1,831 +17%
SG
495
StoneX Group
New York
$412K +$389K +12,360 New
SWA
496
Sax Wealth Advisors
New Jersey
$409K +$788 +25 +0.2%
HCP
497
Hardin Capital Partners
South Carolina
$408K +$18K +571 +5%
EWA
498
Exencial Wealth Advisors
Oklahoma
$408K -$2.52K -80 -0.7%
CCWM
499
Cassaday & Co Wealth Management
Virginia
$407K +$1.48K +47 +0.4%
CMMS
500
Comprehensive Money Management Services
Florida
$405K