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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
JFGLC
126
Johnson Financial Group LLC (Colorado)
Colorado
$5.15M
BSB
127
Bangor Savings Bank
Maine
$5.09M -$110K -3,492 -2%
VNA
128
Valley National Advisers
Pennsylvania
$5.09M +$267K +8,471 +6%
FCM
129
Fortis Capital Management
Washington
$5.08M +$241K +7,640 +5%
AIP
130
Almanack Investment Partners
Pennsylvania
$5.04M +$3.45M +109,454 +263%
FF
131
Fairway Financial
Florida
$5.03M +$63.8K +2,025 +1%
PWM
132
Perigon Wealth Management
California
$4.96M +$227K +7,206 +5%
ULWM
133
Upper Left Wealth Management
Florida
$4.96M -$250K -7,932 -5%
KBFS
134
Kohmann Bosshard Financial Services
Ohio
$4.94M -$1.17M -37,012 -20%
SWA
135
Sightline Wealth Advisors
Connecticut
$4.92M -$120K -3,799 -3%
MML Investors Services
136
MML Investors Services
Massachusetts
$4.79M +$48.4K +1,535 +1%
BCIM
137
Bishop & Co Investment Management
Pennsylvania
$4.73M -$19K -604 -0.4%
TYCC
138
Texas Yale Capital Corp
Florida
$4.6M +$362K +11,480 +9%
RWM
139
RKL Wealth Management
Pennsylvania
$4.54M -$487K -15,469 -10%
PSA
140
Plum Street Advisors
Louisiana
$4.36M +$102K +3,240 +3%
WCFP
141
White & Co Financial Planning
Washington
$4.35M -$77.6K -2,463 -2%
LAM
142
L2 Asset Management
Massachusetts
$4.33M +$1.72M +54,575 +73%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$4.29M -$96.8K -3,072 -2%
CKAIS
144
Christensen King & Associates Investment Services
Washington
$4.24M -$70K -2,222 -2%
EFG
145
Ethos Financial Group
Pennsylvania
$4.14M -$3.21K -102 -0.1%
BWL
146
Bogart Wealth LLC
Virginia
$4.11M -$305K -9,689 -7%
SS
147
Sunbelt Securities
Texas
$4.09M +$440K +13,955 +13%
MMA
148
Miracle Mile Advisors
California
$4.02M +$3.62K +115 +0.1%
AFP
149
Ausdal Financial Partners
Iowa
$4M +$353K +11,207 +10%
VCM
150
Vivaldi Capital Management
Illinois
$3.97M -$35.8K -1,136 -0.9%