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Schwab Emerging Markets Equity ETF

751 hedge funds and large institutions have $3.98B invested in Schwab Emerging Markets Equity ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 255 increasing their positions, 311 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.2%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
72
Increased
255
Reduced
311
Closed
56
Calls
$838K
Puts
$8K
Net Calls
+$830K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
126
Sightline Wealth Advisors
Connecticut
$4.01M +$207K +7,521 +5%
BCWM
127
Bartlett & Co Wealth Management
Ohio
$4M +$357K +12,955 +10%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$3.95M -$907K -32,910 -19%
FCM
129
Fortis Capital Management
Washington
$3.93M +$752K +27,266 +24%
PWM
130
Perigon Wealth Management
California
$3.86M +$65.6K +2,380 +2%
VNA
131
Valley National Advisers
Pennsylvania
$3.78M +$466K +16,923 +14%
MCM
132
MAI Capital Management
Ohio
$3.78M -$29.9K -1,084 -0.8%
MML Investors Services
133
MML Investors Services
Massachusetts
$3.72M -$639K -23,178 -15%
CKAIS
134
Christensen King & Associates Investment Services
Washington
$3.72M -$74K -2,635 -2%
AIA
135
Armor Investment Advisors
North Carolina
$3.7M +$122K +4,407 +3%
BWL
136
Bogart Wealth LLC
Virginia
$3.66M +$630K +22,857 +21%
WCFP
137
White & Co Financial Planning
Washington
$3.63M -$56.8K -2,059 -2%
TYCC
138
Texas Yale Capital Corp
Florida
$3.51M +$282K +10,234 +9%
FI
139
FIDELIS iM
Oregon
$3.5M +$730K +26,468 +26%
UCFA
140
United Capital Financial Advisors
Texas
$3.48M +$62.4K +2,265 +2%
NFG
141
Nations Financial Group
Iowa
$3.39M -$2.57M -93,352 -43%
MMA
142
Miracle Mile Advisors
California
$3.31M
VCM
143
Vivaldi Capital Management
Illinois
$3.31M +$131K +4,734 +4%
RGF
144
Retirement Guys Formula
Ohio
$3.29M -$102K -3,683 -3%
CFP
145
Cascade Financial Partners
California
$3.28M -$161K -5,850 -5%
CIA
146
Cape Investment Advisory
Georgia
$3.25M -$68.2K -2,473 -2%
M
147
MYeCFO
California
$3.18M +$14.2K +516 +0.4%
FFA
148
Farther Finance Advisors
California
$3.11M +$2.76M +99,489 +781%
GG
149
Gleason Group
Kentucky
$3.06M -$2.48K -90 -0.1%
DWM
150
Destination Wealth Management
California
$3.05M -$149K -5,390 -5%