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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
GFP
101
Guardian Financial Partners
California
$6.59M -$121K -3,842 -2%
SG
102
Strid Group
Pennsylvania
$6.56M
BPA
103
Beacon Pointe Advisors
California
$6.53M +$737K +23,388 +14%
CWA
104
Cornerstone Wealth Advisors
Minnesota
$6.53M -$117K -3,715 -2%
AI
105
Atria Investments
North Carolina
$6.24M -$1.92M -60,860 -25%
PWM
106
Power Wealth Management
Georgia
$6.16M +$153K +4,853 +3%
WA
107
WBH Advisory
Maryland
$6.05M +$125K +3,980 +2%
LIA
108
LifePlan Investment Advisors
North Carolina
$5.82M -$177K -5,626 -3%
RIM
109
Rockbridge Investment Management
New York
$5.81M -$140K -4,456 -2%
CI
110
CX Institutional
Indiana
$5.81M
BAM
111
Berkshire Asset Management
Pennsylvania
$5.75M +$295K +9,367 +6%
KAS
112
Kestra Advisory Services
Texas
$5.7M +$5.04M +160,059 +1,483%
MWM
113
Mission Wealth Management
California
$5.65M -$343K -10,889 -6%
RWP
114
RWA Wealth Partners
Massachusetts
$5.51M +$57.4K +1,821 +1%
PIMG
115
Patriot Investment Management Group
Tennessee
$5.5M -$15.4K -490 -0.3%
PA
116
Parallel Advisors
California
$5.48M -$79.3K -2,516 -2%
JWA
117
JFS Wealth Advisors
Pennsylvania
$5.44M -$112K -3,548 -2%
JF
118
Joule Financial
Kentucky
$5.44M -$122K -3,882 -2%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.37M +$9.99K +317 +0.2%
PS
120
Principal Securities
Iowa
$5.37M +$2.5M +79,250 +97%
BA
121
Brightwater Advisory
Florida
$5.34M -$30.6K -972 -0.6%
WAM
122
Wakefield Asset Management
Colorado
$5.32M +$253K +8,043 +5%
PRS
123
Pinkerton Retirement Specialists
Idaho
$5.2M +$1.1M +34,844 +29%
MAM
124
Marotta Asset Management
Virginia
$5.19M -$21.1K -671 -0.4%
MCM
125
MAI Capital Management
Ohio
$5.18M -$92.9K -2,948 -2%