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Schwab Emerging Markets Equity ETF

718 hedge funds and large institutions have $6.27B invested in Schwab Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 220 increasing their positions, 317 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
10.44%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
54
Increased
220
Reduced
317
Closed
52
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
M
151
MYeCFO
California
$3.16M -$132K -4,980 -4%
FI
152
FIDELIS iM
Oregon
$3.09M -$5.74K -216 -0.2%
PWM
153
Perigon Wealth Management
California
$3.08M +$61.8K +2,326 +2%
ZRP
154
Zynergy Retirement Planning
New Jersey
$3.05M +$3.05M +114,802 New
RGF
155
Retirement Guys Formula
Ohio
$3.03M -$150K -5,633 -5%
FCM
156
Fortis Capital Management
Washington
$3.03M +$123K +4,622 +4%
SFP
157
Strategic Financial Planning
Texas
$3.02M -$497K -18,723 -14%
AIA
158
Armor Investment Advisors
North Carolina
$3.02M +$323K +12,177 +12%
EWA
159
Etesian Wealth Advisors
Oregon
$3M -$277K -10,427 -8%
BWL
160
Bogart Wealth LLC
Virginia
$2.96M -$51.4K -1,935 -2%
SS
161
Sunbelt Securities
Texas
$2.93M +$221K +8,320 +8%
PWMG
162
Pioneer Wealth Management Group
Texas
$2.86M -$220K -8,274 -7%
Ameriprise
163
Ameriprise
Minnesota
$2.85M +$223K +8,412 +9%
EFG
164
Ethos Financial Group
Pennsylvania
$2.85M +$99.8K +3,754 +4%
OPWM
165
Oakwell Private Wealth Management
Texas
$2.82M
VCM
166
Vivaldi Capital Management
Illinois
$2.82M -$13K -488 -0.5%
BOPW
167
Brandywine Oak Private Wealth
Pennsylvania
$2.82M +$24.5K +923 +0.9%
GVAG
168
Great Valley Advisor Group
Delaware
$2.78M -$44.7K -1,684 -2%
CP
169
Creekside Partners
California
$2.74M +$2.74M +103,199 New
KCM
170
Kathmere Capital Management
Pennsylvania
$2.73M -$51.6K -1,944 -2%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$2.71M -$1.01M -37,922 -27%
KHC
172
Koesten Hirschmann & Crabtree
Kansas
$2.67M
CCA
173
Cobblestone Capital Advisors
New York
$2.67M -$60.8K -2,289 -2%
QCG
174
Quadrant Capital Group
Ohio
$2.66M +$76.8K +2,890 +3%
SDWMA
175
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.66M -$39.9K -1,503 -1%