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Schwab Emerging Markets Equity ETF

734 hedge funds and large institutions have $5.9B invested in Schwab Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+62
Holders Change %
+9.23%
% of All Funds
10.76%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
106
Increased
256
Reduced
301
Closed
39
Calls
$746K
Puts
$22K
Net Calls
+$724K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
626
Phillips Financial Management
Indiana
$41.7K +$3.07K +124 +8%
SAM
627
Smartleaf Asset Management
Massachusetts
$40.6K +$40.6K +1,645 New
JGCM
628
Joseph Group Capital Management
Ohio
$37.7K -$6.89K -278 -15%
EWP
629
Elevation Wealth Partners
California
$34.9K
UB
630
UMB Bank
Missouri
$34.8K
OCM
631
Orion Capital Management
California
$33.6K +$9.05K +365 +37%
TFM
632
TFC Financial Management
Massachusetts
$32.4K
SIS
633
Strategic Investment Solutions
Illinois
$31.7K -$2.07M -83,529 -98%
FA
634
Faithward Advisors
Pennsylvania
$31.2K -$16.4K -685 -34%
CCP
635
Clarkston Capital Partners
Michigan
$31.1K -$21.1K -852 -40%
MFA
636
McClarren Financial Advisors
Pennsylvania
$30K +$1.02K +41 +4%
BTI
637
Blue Trust Inc
Georgia
$30K +$2.41K +103 +9%
YAL
638
Your Advocates Ltd
Texas
$29.5K -$33.5K -1,350 -53%
TF
639
Tompkins Financial
New York
$28.4K -$44.5K -1,797 -61%
BF
640
BOK Financial
Oklahoma
$27.4K
EWA
641
EverSource Wealth Advisors
Alabama
$26.9K +$223 +9 +0.8%
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K +$18.7K +754 +256%
GWM
643
Guardian Wealth Management
Illinois
$25.8K -$7.39K -298 -22%
TCM
644
Tradewinds Capital Management
Washington
$24.7K -$6.64K -268 -21%
GPFA
645
Game Plan Financial Advisors
Ohio
$23.6K +$23.6K +950 New
HBW
646
Hazlett, Burt & Watson
West Virginia
$23K +$3.12K +131 +16%
GI
647
GS Investments
Minnesota
$22.7K
SSB
648
Sandy Spring Bank
Maryland
$22.3K
Qube Research & Technologies (QRT)
649
Qube Research & Technologies (QRT)
United Kingdom
$20.9K -$225K -9,086 -92%
IPW
650
Impact Partnership Wealth
Georgia
$20.9K -$768 -31 -4%