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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
NFG
151
Nations Financial Group
Iowa
$3.96M +$42.2K +1,338 +1%
CFP
152
Cascade Financial Partners
California
$3.96M -$10.8K -344 -0.3%
CP
153
Creekside Partners
California
$3.87M +$3.53K +112 +0.1%
SI
154
Stonekeep Investments
New Mexico
$3.87M +$143K +4,531 +4%
ZRP
155
Zynergy Retirement Planning
New Jersey
$3.86M +$20.4K +647 +0.6%
AWM
156
Apollon Wealth Management
South Carolina
$3.84M +$458K +14,552 +14%
Citigroup
157
Citigroup
New York
$3.81M -$68.4K -2,172 -2%
GG
158
Gleason Group
Kentucky
$3.73M +$24.3K +770 +0.7%
WP
159
WealthShield Partners
North Carolina
$3.69M -$39.7K -1,260 -1%
BOPW
160
Brandywine Oak Private Wealth
Pennsylvania
$3.69M +$10.1K +321 +0.3%
AAS
161
Asset Allocation Strategies
Michigan
$3.68M +$330K +10,485 +11%
UCFA
162
United Capital Financial Advisors
Texas
$3.68M -$80K -2,538 -2%
M
163
MYeCFO
California
$3.67M -$142K -4,521 -4%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$3.64M +$259K +8,213 +8%
Betterment LLC
165
Betterment LLC
New York
$3.63M +$103K +3,278 +3%
KCM
166
Kathmere Capital Management
Pennsylvania
$3.59M -$182K -5,782 -5%
SF
167
Seek First
California
$3.55M +$78.5K +2,491 +2%
FFA
168
Farther Finance Advisors
California
$3.51M -$120K -3,801 -3%
DWM
169
Destination Wealth Management
California
$3.49M +$95.7K +3,039 +3%
SFP
170
Strategic Financial Planning
Texas
$3.44M -$69.9K -2,218 -2%
PWMG
171
Pioneer Wealth Management Group
Texas
$3.42M -$72.8K -2,311 -2%
BP
172
BCK Partners
New York
$3.4M +$72.1K +2,287 +2%
OFG
173
Omega Financial Group
California
$3.39M +$35.3K +1,119 +1%
EF
174
Empowered Funds
Pennsylvania
$3.35M +$485K +15,382 +18%
AWM
175
Accurate Wealth Management
Florida
$3.29M +$496K +15,756 +19%