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Schwab Emerging Markets Equity ETF

759 hedge funds and large institutions have $4.3B invested in Schwab Emerging Markets Equity ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 282 increasing their positions, 307 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

8% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 307

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
759
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$835K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFGP
201
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.4M
PAG
202
Private Advisor Group
New Jersey
$2.39M
HFP
203
Holistic Financial Partners
Indiana
$2.38M
SDWMA
204
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.38M
AMG
205
Asset Management Group
Connecticut
$2.37M
BSHC
206
Breed's Hill Capital
Massachusetts
$2.36M
TIM
207
Tortoise Investment Management
New York
$2.35M
BIM
208
Breakwater Investment Management
Washington
$2.34M
EFG
209
Embree Financial Group
Illinois
$2.34M
USWIA
210
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.28M
EWA
211
Etesian Wealth Advisors
Oregon
$2.27M
LAM
212
L2 Asset Management
Massachusetts
$2.27M
CWM
213
Chesapeake Wealth Management
Virginia
$2.21M
TA
214
TPG Advisors
Illinois
$2.2M
HC
215
Hamilton Capital
Ohio
$2.17M
RWA
216
Roberts Wealth Advisors
California
$2.17M
SFA
217
Sequoia Financial Advisors
Ohio
$2.16M
OPWM
218
Oakwell Private Wealth Management
Texas
$2.11M
VA
219
Valmark Advisers
Ohio
$2.11M
IA
220
Integrity Alliance
Iowa
$2.11M
CFGA
221
Cambridge Financial Group (Arizona)
Arizona
$2.09M
WCFA
222
Walkner Condon Financial Advisors
Wisconsin
$2.05M
LPAM
223
Lodestar Private Asset Management
California
$2.04M
AWM
224
Avior Wealth Management
Nebraska
$2.03M
NA
225
NewEdge Advisors
Louisiana
$2.03M