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Schwab Emerging Markets Equity ETF

753 hedge funds and large institutions have $4.51B invested in Schwab Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 315 increasing their positions, 270 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+28
Holders Change %
+3.86%
% of All Funds
10.02%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.39%
New
85
Increased
315
Reduced
270
Closed
38
Calls
$642K
Puts
$8K
Net Calls
+$634K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
201
Orcam Financial Group
California
$2.2M +$191K +7,155 +9%
HW
202
Hancock Whitney
Mississippi
$2.18M +$35.1K +1,318 +2%
Betterment LLC
203
Betterment LLC
New York
$2.14M +$35.9K +1,348 +2%
OPWM
204
Oakwell Private Wealth Management
Texas
$2.11M -$522K -19,587 -20%
TIM
205
Tortoise Investment Management
New York
$2.11M -$44.7K -1,678 -2%
AMG
206
Asset Management Group
Connecticut
$2.1M -$42.6K -1,599 -2%
BSHC
207
Breed's Hill Capital
Massachusetts
$2.09M
CFGL
208
Cambridge Financial Group, LLC
Arizona
$2.08M +$4.63K +174 +0.2%
PAG
209
Private Advisor Group
New Jersey
$2.08M +$71.3K +2,676 +4%
BIM
210
Breakwater Investment Management
Washington
$2.08M -$104K -3,903 -5%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$2.05M -$49.2K -1,848 -2%
KW
212
Keyvantage Wealth
Pennsylvania
$2.03M +$2.03M +76,371 New
NFTC
213
North Forty Two & Co
Oregon
$2.03M +$2.03M +76,221 New
MA
214
Mutual Advisors
Nebraska
$2.03M -$63.7K -2,419 -3%
Citadel Advisors
215
Citadel Advisors
Florida
$1.96M +$1.14M +42,704 +138%
AF
216
Allworth Financial
California
$1.94M +$370K +13,781 +24%
LPAM
217
Lodestar Private Asset Management
California
$1.94M +$102K +3,829 +6%
AIM
218
Anchor Investment Management
South Carolina
$1.93M -$36.1K -1,355 -2%
RWA
219
Roberts Wealth Advisors
California
$1.93M -$15.1K -574 -0.8%
OFP
220
OLIO Financial Planning
Virginia
$1.92M -$4.66M -174,862 -71%
CWM
221
Chesapeake Wealth Management
Virginia
$1.9M +$22.2K +832 +1%
AWM
222
Avior Wealth Management
Nebraska
$1.85M -$229K -8,612 -11%
VA
223
Valmark Advisers
Ohio
$1.82M +$255K +9,580 +16%
JCIA
224
Jackson Creek Investment Advisors
Colorado
$1.8M -$17.7K -664 -1%
AWM
225
Accurate Wealth Management
Florida
$1.79M +$466K +17,944 +35%