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Schwab Emerging Markets Equity ETF

672 hedge funds and large institutions have $5.68B invested in Schwab Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 230 increasing their positions, 303 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-32
Holders Change %
-4.55%
% of All Funds
10.71%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
39
Increased
230
Reduced
303
Closed
57
Calls
$1.02M
Puts
$7K
Net Calls
+$1.01M
Net Calls Change
+$333K
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
176
Bogart Wealth LLC
Virginia
$2.48M -$17.6M -733,873 -88%
WP
177
WealthShield Partners
North Carolina
$2.45M +$127K +5,298 +5%
FAG
178
Financial Advisory Group
Texas
$2.45M -$308K -12,872 -11%
NCM
179
Northwest Capital Management
Oregon
$2.44M -$25.8K -1,079 -1%
VBWMG
180
Von Berge Wealth Management Group
California
$2.42M +$90.3K +3,774 +4%
LF
181
Lee Financial
Texas
$2.42M -$10.3K -429 -0.4%
MA
182
Mutual Advisors
Nebraska
$2.42M -$115K -4,787 -5%
PAG
183
Private Advisor Group
New Jersey
$2.41M -$2.9M -121,271 -55%
EWA
184
EP Wealth Advisors
California
$2.4M +$2.22M +92,632 +1,214%
AIM
185
Anchor Investment Management
South Carolina
$2.39M -$57.5K -2,402 -2%
HCM
186
Hengehold Capital Management
Ohio
$2.35M -$13.7K -573 -0.6%
PWM
187
Perigon Wealth Management
California
$2.35M -$86.1K -3,595 -4%
CCA
188
Cobblestone Capital Advisors
New York
$2.33M -$42.6K -1,778 -2%
WPA
189
West Paces Advisors
Georgia
$2.3M
OA
190
Operose Advisors
Wisconsin
$2.26M
Betterment LLC
191
Betterment LLC
New York
$2.26M -$133K -5,569 -6%
CFMC
192
Curbstone Financial Management Corp
New Hampshire
$2.21M +$18K +750 +0.8%
ACM
193
Arcataur Capital Management
Wisconsin
$2.19M -$1.92K -80 -0.1%
AMG
194
Asset Management Group
Connecticut
$2.19M -$40.3K -1,682 -2%
TIM
195
Tortoise Investment Management
New York
$2.19M +$1.96K +82 +0.1%
KHC
196
Koesten Hirschmann & Crabtree
Kansas
$2.18M +$119K +4,986 +6%
JBA
197
Johnson Bixby & Associates
Washington
$2.18M -$60.3K -2,519 -3%
EFG
198
Ethos Financial Group
Pennsylvania
$2.14M -$229K -9,574 -10%
RC
199
Roundview Capital
New Jersey
$2.14M -$311K -12,984 -13%
SIS
200
Strategic Investment Solutions
Illinois
$2.1M +$2.07M +83,581 +6,806%