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Schwab Emerging Markets Equity ETF

759 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
759
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
VNA
126
Valley National Advisers
Pennsylvania
$4.34M
BCIM
127
Bishop & Co Investment Management
Pennsylvania
$4.29M
MML Investors Services
128
MML Investors Services
Massachusetts
$4.28M
PWM
129
Perigon Wealth Management
California
$4.27M
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$4.26M
AIA
131
Armor Investment Advisors
North Carolina
$4.1M
BWL
132
Bogart Wealth LLC
Virginia
$4M
WCFP
133
White & Co Financial Planning
Washington
$4M
FI
134
FIDELIS iM
Oregon
$3.97M
BCWM
135
Bartlett & Co Wealth Management
Ohio
$3.96M
CKAIS
136
Christensen King & Associates Investment Services
Washington
$3.9M
PSA
137
Plum Street Advisors
Louisiana
$3.84M
TYCC
138
Texas Yale Capital Corp
Florida
$3.81M
EFG
139
Ethos Financial Group
Pennsylvania
$3.74M
PRS
140
Pinkerton Retirement Specialists
Idaho
$3.64M
MMA
141
Miracle Mile Advisors
California
$3.63M
VCM
142
Vivaldi Capital Management
Illinois
$3.62M
RGF
143
Retirement Guys Formula
Ohio
$3.6M
CFP
144
Cascade Financial Partners
California
$3.59M
CIA
145
Cape Investment Advisory
Georgia
$3.57M
NFG
146
Nations Financial Group
Iowa
$3.54M
Corient Private Wealth
147
Corient Private Wealth
Florida
$3.51M
Citigroup
148
Citigroup
New York
$3.51M
CP
149
Creekside Partners
California
$3.49M
ZRP
150
Zynergy Retirement Planning
New Jersey
$3.47M