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Schwab Emerging Markets Equity ETF

753 hedge funds and large institutions have $4.51B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 315 increasing their positions, 270 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+28
Holders Change %
+3.86%
% of All Funds
10.02%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.39%
New
85
Increased
315
Reduced
270
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
CNFG
501
Creegan & Nassoura Financial Group
New Hampshire
$312K
RPSA
502
Richard P. Slaughter Associates
Texas
$309K -$19.8K -742 -6%
SAM
503
Smartleaf Asset Management
Massachusetts
$302K +$101K +3,765 +50%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$301K +$35.8K +1,344 +13%
IF
505
Ironwood Financial
Arizona
$300K -$16.5K -621 -5%
RA
506
Riversedge Advisors
Delaware
$299K -$12.5K -468 -4%
PS
507
Planned Solutions
California
$297K +$17.2K +645 +6%
SSW
508
Stone Summit Wealth
Florida
$295K +$11.1K +417 +4%
NB
509
Nicolet Bankshares
Wisconsin
$294K -$6.66K -250 -2%
GC
510
Gilbert & Cook
Iowa
$294K
CIBC Private Wealth Group
511
CIBC Private Wealth Group
Georgia
$293K +$17.2K +652 +6%
VBFG
512
Vishria Bird Financial Group
Tennessee
$293K -$36.5K -1,370 -11%
EAM
513
Empirical Asset Management
Massachusetts
$289K +$9.96K +374 +4%
PCA
514
Prosperity Capital Advisors
Ohio
$289K +$9.13K +343 +3%
SFG
515
Snider Financial Group
Washington
$286K +$286K +10,752 New
HCP
516
Hardin Capital Partners
South Carolina
$285K -$30.5K -1,146 -10%
AP
517
Appleton Partners
Massachusetts
$283K -$8.6K -323 -3%
JPLA
518
Joseph P. Lucia & Associates
New York
$283K -$22.1K -831 -7%
CIS
519
Continental Investors Services
Washington
$282K +$22.4K +840 +9%
VWA
520
VSM Wealth Advisory
Maryland
$281K +$281K +10,564 New
SIC
521
Sigma Investment Counselors
Michigan
$278K -$2.61K -98 -0.9%
FCH
522
Freestone Capital Holdings
Washington
$276K -$12.1K -456 -4%
WTA
523
Washington Trust Advisors
Massachusetts
$275K +$9.75K +366 +4%
KWM
524
Kingsview Wealth Management
Oregon
$275K +$75K +2,816 +38%
TPI
525
Trust Point Inc
Wisconsin
$274K +$274K +10,292 New