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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 %
Bessemer Group
576
Bessemer Group
New Jersey
$57K +$9.62K +400 +20%
CCP
577
Clarkston Capital Partners
Michigan
$50.4K
FA
578
Faithward Advisors
Pennsylvania
$47.9K -$11.1K -460 -19%
HPC
579
HM Payson & Co
Maine
$47.4K -$359 -15 -0.8%
CSPIA
580
Cary Street Partners Investment Advisory
Virginia
$45.1K -$2.92K -122 -6%
JGCM
581
Joseph Group Capital Management
Ohio
$43K -$3.17M -132,400 -99%
CSWM
582
Cassady Schiller Wealth Management
Ohio
$38.1K -$431 -18 -1%
PFM
583
Phillips Financial Management
Indiana
$37.3K
FSWA
584
Financial Synergies Wealth Advisors
Texas
$37.2K -$73K -3,049 -66%
SCA
585
Stonebridge Capital Advisors
Minnesota
$35.8K
EWP
586
Elevation Wealth Partners
California
$34.9K
UB
587
UMB Bank
Missouri
$33.6K
GWM
588
Guardian Wealth Management
Illinois
$32.1K -$407 -17 -1%
TFM
589
TFC Financial Management
Massachusetts
$31.3K -$9.77K -408 -24%
TCM
590
Tradewinds Capital Management
Washington
$30.3K -$26.5M -1,107,158 -100%
CCM
591
Chilton Capital Management
Texas
$30K +$18K +750 +149%
BTI
592
Blue Trust Inc
Georgia
$29K -$42.4K -1,722 -59%
BFO
593
Biltmore Family Office
North Carolina
$28.3K +$28.3K +1,181 New
CG
594
Cutler Group
California
$28K +$28K +1,200 New
MFA
595
McClarren Financial Advisors
Pennsylvania
$27K
TFGT
596
TS Financial Group (TSFG)
Illinois
$26K -$2.09K -87 -7%
EWA
597
EverSource Wealth Advisors
Alabama
$25.8K +$21.6K +904 +523%
BF
598
BOK Financial
Oklahoma
$25.6K -$34.5K -1,487 -57%
RW
599
RVW Wealth
California
$24.6K +$24.6K +1,026 New
OCM
600
Orion Capital Management
California
$23.7K +$23.7K +992 New