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Schwab Emerging Markets Equity ETF

763 hedge funds and large institutions have $4.36B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 284 increasing their positions, 309 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

8% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 309

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
763
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$835K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$5.58M
MWM
102
Mission Wealth Management
California
$5.43M
LIA
103
LifePlan Investment Advisors
North Carolina
$5.42M
PWM
104
Power Wealth Management
Georgia
$5.42M
RIM
105
Rockbridge Investment Management
New York
$5.38M
WA
106
WBH Advisory
Maryland
$5.35M
CI
107
CX Institutional
Indiana
$5.25M
BPA
108
Beacon Pointe Advisors
California
$5.2M
PA
109
Parallel Advisors
California
$5.03M
JF
110
Joule Financial
Kentucky
$5.03M
JWA
111
JFS Wealth Advisors
Pennsylvania
$5.02M
PIMG
112
Patriot Investment Management Group
Tennessee
$4.98M
RWP
113
RWA Wealth Partners
Massachusetts
$4.92M
BAM
114
Berkshire Asset Management
Pennsylvania
$4.91M
BA
115
Brightwater Advisory
Florida
$4.85M
CCWA
116
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.84M
MCM
117
MAI Capital Management
Ohio
$4.77M
ULWM
118
Upper Left Wealth Management
Florida
$4.72M
BSB
119
Bangor Savings Bank
Maine
$4.71M
MAM
120
Marotta Asset Management
Virginia
$4.68M
JFGLC
121
Johnson Financial Group LLC (Colorado)
Colorado
$4.65M
SC
122
Savant Capital
Illinois
$4.6M
WAM
123
Wakefield Asset Management
Colorado
$4.57M
RWM
124
RKL Wealth Management
Pennsylvania
$4.56M
SWA
125
Sightline Wealth Advisors
Connecticut
$4.56M