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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 %
PA
126
Parallel Advisors
California
$4.39M -$70.1K -2,633 -2%
KAS
127
Kestra Advisory Services
Texas
$4.34M -$227K -8,538 -5%
BA
128
Brightwater Advisory
Florida
$4.33M -$232K -8,698 -5%
BSB
129
Bangor Savings Bank
Maine
$4.24M -$32.2K -1,209 -0.8%
MML Investors Services
130
MML Investors Services
Massachusetts
$4.21M +$528K +19,828 +14%
JF
131
Joule Financial
Kentucky
$4.16M +$113K +4,244 +3%
PWM
132
Power Wealth Management
Georgia
$4.07M +$441K +16,560 +12%
WAM
133
Wakefield Asset Management
Colorado
$4.02M +$44.6K +1,674 +1%
FF
134
Fairway Financial
Florida
$4M +$4M +150,126 New
BAM
135
Berkshire Asset Management
Pennsylvania
$3.94M +$213K +7,869 +6%
SFG
136
SNS Financial Group
Minnesota
$3.85M -$333K -12,521 -8%
Ameriprise
137
Ameriprise
Minnesota
$3.81M +$1.09M +41,092 +40%
MCM
138
MAI Capital Management
Ohio
$3.68M +$2.18M +81,876 +146%
SWA
139
Sightline Wealth Advisors
Connecticut
$3.67M -$101K -3,787 -3%
CKAIS
140
Christensen King & Associates Investment Services
Washington
$3.66M +$65.3K +2,406 +2%
PWM
141
Perigon Wealth Management
California
$3.63M +$518K +19,660 +17%
WCFP
142
White & Co Financial Planning
Washington
$3.56M +$3.56M +133,635 New
BCWM
143
Bartlett & Co Wealth Management
Ohio
$3.52M -$6.39K -240 -0.2%
AIA
144
Armor Investment Advisors
North Carolina
$3.46M +$200K +7,528 +6%
CFP
145
Cascade Financial Partners
California
$3.33M +$4.05K +152 +0.1%
ZRP
146
Zynergy Retirement Planning
New Jersey
$3.32M
UCFA
147
United Capital Financial Advisors
Texas
$3.3M -$93.4K -3,507 -3%
RGF
148
Retirement Guys Formula
Ohio
$3.28M +$297K +11,167 +10%
Kovitz Investment Group Partners
149
Kovitz Investment Group Partners
Illinois
$3.25M +$3.25M +122,076 New
CIA
150
Cape Investment Advisory
Georgia
$3.21M -$293K -11,010 -8%