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Schwab Emerging Markets Equity ETF

752 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, 314 increasing their positions, 270 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+28
Holders Change %
+3.87%
% of All Funds
10.01%
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
314
Reduced
270
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
101
Nations Financial Group
Iowa
$5.76M +$129K +4,854 +2%
NHC
102
Nicholas Hoffman & Company
Georgia
$5.61M +$331K +12,422 +6%
SWM
103
SigFig Wealth Management
California
$5.58M +$60.6K +4,110 +1%
CWA
104
Cornerstone Wealth Advisors
Minnesota
$5.54M -$38.7K -1,455 -0.7%
JFGLC
105
Johnson Financial Group LLC (Colorado)
Colorado
$5.51M +$4.84M +181,583 +720%
SG
106
Strid Group
Pennsylvania
$5.46M +$140K +5,274 +3%
ULWM
107
Upper Left Wealth Management
Florida
$5.41M -$34.9K -1,310 -0.6%
GFP
108
Guardian Financial Partners
California
$5.21M +$199K +7,480 +4%
RIM
109
Rockbridge Investment Management
New York
$5.11M -$198K -7,423 -4%
Raymond James Financial
110
Raymond James Financial
Florida
$5.1M +$5.1M +191,525 New
WA
111
WBH Advisory
Maryland
$5.09M +$217K +8,163 +4%
MAM
112
Marotta Asset Management
Virginia
$5.05M -$443K -16,664 -8%
Renaissance Technologies
113
Renaissance Technologies
New York
$4.91M +$4.91M +184,200 New
SFA
114
Sequoia Financial Advisors
Ohio
$4.9M -$45.8K -1,718 -0.9%
WA
115
Waverly Advisors
Alabama
$4.83M -$3.06M -115,094 -39%
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$4.8M -$162K -6,089 -3%
BPA
117
Beacon Pointe Advisors
California
$4.79M +$133K +5,011 +3%
LIA
118
LifePlan Investment Advisors
North Carolina
$4.74M -$127K -4,760 -3%
PIMG
119
Patriot Investment Management Group
Tennessee
$4.7M +$32.8K +1,232 +0.7%
JWA
120
JFS Wealth Advisors
Pennsylvania
$4.7M -$233K -8,734 -5%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$4.69M +$909K +34,130 +24%
CI
122
CX Institutional
Indiana
$4.64M -$1.73K -65 -0%
BCIM
123
Bishop & Co Investment Management
Pennsylvania
$4.45M +$171K +6,412 +4%
RWP
124
RWA Wealth Partners
Massachusetts
$4.42M +$20.6K +774 +0.5%
SC
125
Savant Capital
Illinois
$4.41M -$331K -12,436 -7%