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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
Kovitz Investment Group Partners
551
Kovitz Investment Group Partners
Illinois
$312K +$295K +9,350 New
ES
552
ETF Store
Kansas
$311K +$13.7K +435 +5%
FCH
553
Freestone Capital Holdings
Washington
$311K +$347 +11 +0.1%
ATWA
554
Arbor Trust Wealth Advisors
Michigan
$309K
ECM
555
Evergreen Capital Management
Washington
$309K
WF
556
Warner Financial
Maryland
$308K +$3.31K +105 +1%
PP
557
PDS Planning
Ohio
$308K +$2.36K +75 +0.8%
VAMG
558
Voisard Asset Management Group
Michigan
$307K -$95 -3 -0%
IC
559
IEQ Capital
California
$305K
TWM
560
Thrive Wealth Management
Pennsylvania
$301K +$17.4K +552 +7%
SIM
561
Sterling Investment Management
Arizona
$299K -$13.4K -424 -5%
APP
562
Avantax Planning Partners
Iowa
$293K -$58.3K -1,851 -17%
WKWM
563
Walter & Keenan Wealth Management
Indiana
$292K -$2.83K -90 -1%
JPLA
564
Joseph P. Lucia & Associates
New York
$291K
PCMF
565
Private Capital Management (Florida)
Florida
$291K +$11.8K +375 +5%
GWAM
566
Guardian Wealth Advisors (Minnesota)
Minnesota
$289K +$473 +15 +0.2%
RFA
567
Rollins Financial Advisors
New York
$287K +$41K +1,300 +18%
AIM
568
Advyzon Investment Management
Illinois
$287K +$271K +8,601 New
AWM
569
AE Wealth Management
Kansas
$286K +$68.8K +2,183 +34%
CI
570
Cordant Inc
Oregon
$280K -$4.16K -132 -2%
MFC
571
Morris Financial Concepts
South Carolina
$279K -$1.95K -62 -0.7%
GCM
572
Glaxis Capital Management
Florida
$279K
PHIC
573
Pine Haven Investment Counsel
Massachusetts
$278K
KPWS
574
Kestra Private Wealth Services
Texas
$276K +$260K +8,261 New
IIM
575
Ironwood Investment Management
Massachusetts
$274K