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Schwab Emerging Markets Equity ETF

715 hedge funds and large institutions have $6.26B invested in Schwab Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 303 increasing their positions, 253 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-17
Holders Change %
-2.32%
% of All Funds
11.32%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
63
Increased
303
Reduced
253
Closed
68
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
+$939K
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
126
Tradition Wealth Management
Minnesota
$5.24M +$114K +4,089 +2%
NGA
127
Naples Global Advisors
Florida
$5.24M +$372K +13,386 +8%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$5.18M +$951K +34,253 +22%
CWA
129
Cornerstone Wealth Advisors
Minnesota
$5.12M -$921K -33,162 -15%
ASI
130
Advisory Services & Investments
Oregon
$5.06M +$944 +34 +0%
FMP
131
Financial Management Professionals
Texas
$5.03M -$745K -26,815 -13%
NCM
132
Northwest Capital Management
Oregon
$4.96M -$154K -5,533 -3%
ULWM
133
Upper Left Wealth Management
Florida
$4.83M +$55.4K +1,955 +1%
SWA
134
Sightline Wealth Advisors
Connecticut
$4.8M -$186K -6,701 -4%
AT
135
American Trust
Kentucky
$4.75M +$4.75M +170,864 New
WAM
136
Wakefield Asset Management
Colorado
$4.44M +$789K +28,428 +22%
HCM
137
Hengehold Capital Management
Ohio
$4.44M +$3.97M +142,890 +849%
NFG
138
Nations Financial Group
Iowa
$4.42M +$503K +18,115 +13%
JGCM
139
Joseph Group Capital Management
Ohio
$4.4M +$246K +8,847 +6%
AWM
140
Avior Wealth Management
Nebraska
$4.39M +$231K +8,308 +6%
AIM
141
AMI Investment Management
Indiana
$4.33M +$268K +9,644 +7%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$4.28M +$22.3K +802 +0.5%
CWA
143
Consilium Wealth Advisory
Texas
$4.15M -$37.4K -1,348 -0.9%
JBA
144
Johnson Bixby & Associates
Washington
$4.13M -$725K -26,123 -15%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$4.13M -$426K -15,326 -9%
LSAG
146
Lake Street Advisors Group
New Hampshire
$4.09M -$112K -4,050 -3%
CC
147
Callan Capital
California
$4.05M +$2.08M +74,742 +105%
BL
148
BCWM LLC
Kansas
$4.05M -$83.3K -3,000 -2%
CFMC
149
Curbstone Financial Management Corp
New Hampshire
$4.02M -$86.1K -3,100 -2%
WA
150
WBH Advisory
Maryland
$3.96M +$863K +32,888 +28%