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Schwab Emerging Markets Equity ETF

734 hedge funds and large institutions have $5.9B invested in Schwab Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 256 increasing their positions, 301 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+62
Holders Change %
+9.23%
% of All Funds
10.76%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
106
Increased
256
Reduced
301
Closed
39
Calls
$746K
Puts
$22K
Net Calls
+$724K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
151
PrairieView Partners
Minnesota
$3.23M -$162K -6,541 -5%
CIA
152
Cape Investment Advisory
Georgia
$3.23M -$9.37K -378 -0.3%
PWMG
153
Pioneer Wealth Management Group
Texas
$3.18M -$1M -40,381 -24%
M
154
MYeCFO
California
$3.16M -$158K -6,370 -5%
EWA
155
Etesian Wealth Advisors
Oregon
$3.11M +$64K +2,593 +2%
OFG
156
Omega Financial Group
California
$3.1M +$301K +12,161 +11%
RGF
157
Retirement Guys Formula
Ohio
$3.03M -$201K -8,127 -6%
BP
158
BCK Partners
New York
$3.02M +$83.3K +3,360 +3%
SFA
159
Souders Financial Advisors
Ohio
$2.96M +$60.3K +2,431 +2%
H
160
HoyleCohen
California
$2.91M +$34.2K +1,381 +1%
TYCC
161
Texas Yale Capital Corp
Florida
$2.91M -$84.9K -3,426 -3%
OMC
162
Old Mission Capital
Illinois
$2.86M -$14.1M -567,939 -83%
CCA
163
Cobblestone Capital Advisors
New York
$2.85M +$438K +17,660 +18%
BPWM
164
Badgley Phelps Wealth Managers
Washington
$2.84M -$301K -12,158 -10%
BWL
165
Bogart Wealth LLC
Virginia
$2.81M +$243K +9,813 +9%
WCA
166
Waypoint Capital Advisors
Minnesota
$2.76M -$647K -26,090 -19%
GCP
167
GSA Capital Partners
United Kingdom
$2.75M +$1.27M +51,235 +86%
SDWMA
168
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.74M -$266K -10,720 -9%
FI
169
FIDELIS iM
Oregon
$2.74M +$162K +6,523 +6%
LIM
170
Leavell Investment Management
Alabama
$2.71M -$372K -15,020 -12%
MA
171
Mutual Advisors
Nebraska
$2.7M +$199K +8,042 +8%
GVAG
172
Great Valley Advisor Group
Delaware
$2.7M -$119K -4,814 -4%
BOPW
173
Brandywine Oak Private Wealth
Pennsylvania
$2.69M -$230K -9,282 -8%
OPWM
174
Oakwell Private Wealth Management
Texas
$2.68M -$172K -6,924 -6%
FWP
175
FAS Wealth Partners
Kansas
$2.65M -$261K -10,521 -9%