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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
PWM
576
Parkshore Wealth Management
California
$273K -$1.67K -53 -0.6%
PTC
577
Private Trust Company
Ohio
$272K -$89.2K -2,831 -26%
MIP
578
Marietta Investment Partners
Wisconsin
$271K -$37.7K -1,197 -13%
SSW
579
Stone Summit Wealth
Florida
$269K -$38.5K -1,221 -13%
SWP
580
Stratos Wealth Partners
Ohio
$269K -$2.24K -71 -0.9%
CIA
581
Capital Investment Advisors
Georgia
$269K +$254K +8,048 New
IAIM
582
International Assets Investment Management
Florida
$267K
LAM
583
LOM Asset Management
$267K +$176K +5,590 +232%
SRC
584
Sage Rhino Capital
California
$264K
VWM
585
Vermillion Wealth Management
Minnesota
$261K +$1.7K +54 +0.7%
AAS
586
Ameritas Advisory Services
Nebraska
$261K +$25.3K +802 +11%
CP
587
Castleview Partners
Texas
$260K +$246K +7,802 New
AA
588
Advisory Alpha
Michigan
$258K -$32 -1 -0%
CG
589
Caprock Group
Idaho
$256K +$257K +8,147 New
SH
590
SLT Holdings
Arizona
$255K +$241K +7,655 New
PIA
591
Panoramic Investment Advisors
Colorado
$255K +$241K +7,655 New
CWA
592
Carolina Wealth Advisors
South Carolina
$252K -$911K -28,917 -79%
ZF
593
Zhang Financial
Michigan
$250K -$31.4K -997 -12%
AWE
594
Avidian Wealth Enterprises
Texas
$250K +$6.93K +220 +3%
Franklin Resources
595
Franklin Resources
California
$249K
FWI
596
Facet Wealth Inc
Maryland
$248K +$8.35K +265 +4%
RF
597
RHS Financial
California
$246K +$4.29K +136 +2%
FCC
598
Flower City Capital
New York
$243K
DFC
599
DBK Financial Counsel
Ohio
$242K -$31.2K -991 -12%
CA
600
Clune & Associates
Illinois
$242K +$1.61K +51 +0.7%