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Schwab Emerging Markets Equity ETF

758 hedge funds and large institutions have $4.3B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 282 increasing their positions, 307 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: 282 | Existing positions reduced: 307

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
758
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
LIA
101
LifePlan Investment Advisors
North Carolina
$5.42M
PWM
102
Power Wealth Management
Georgia
$5.42M
RIM
103
Rockbridge Investment Management
New York
$5.38M
WA
104
WBH Advisory
Maryland
$5.35M
CI
105
CX Institutional
Indiana
$5.25M
BPA
106
Beacon Pointe Advisors
California
$5.2M
PA
107
Parallel Advisors
California
$5.03M
JF
108
Joule Financial
Kentucky
$5.03M
JWA
109
JFS Wealth Advisors
Pennsylvania
$5.02M
PIMG
110
Patriot Investment Management Group
Tennessee
$4.98M
RWP
111
RWA Wealth Partners
Massachusetts
$4.92M
BAM
112
Berkshire Asset Management
Pennsylvania
$4.91M
BA
113
Brightwater Advisory
Florida
$4.85M
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.84M
MCM
115
MAI Capital Management
Ohio
$4.77M
ULWM
116
Upper Left Wealth Management
Florida
$4.72M
BSB
117
Bangor Savings Bank
Maine
$4.71M
MAM
118
Marotta Asset Management
Virginia
$4.68M
JFGLC
119
Johnson Financial Group LLC (Colorado)
Colorado
$4.65M
SC
120
Savant Capital
Illinois
$4.6M
WAM
121
Wakefield Asset Management
Colorado
$4.57M
RWM
122
RKL Wealth Management
Pennsylvania
$4.56M
SWA
123
Sightline Wealth Advisors
Connecticut
$4.56M
FF
124
Fairway Financial
Florida
$4.49M
FCM
125
Fortis Capital Management
Washington
$4.36M