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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
GC
201
Grimes & Company
Massachusetts
$2.71M -$36.4K -1,155 -1%
HFS
202
Howard Financial Services
Texas
$2.7M -$41.9K -1,331 -2%
MWM
203
MBE Wealth Management
Wisconsin
$2.66M -$530K -16,815 -17%
AMG
204
Asset Management Group
Connecticut
$2.63M
RWM
205
Ritholtz Wealth Management
New York
$2.62M -$119K -3,774 -5%
MFGP
206
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.61M -$47.3K -1,500 -2%
SCM
207
Sollinda Capital Management
Florida
$2.59M +$338K +10,722 +16%
TIM
208
Tortoise Investment Management
New York
$2.57M -$26.1K -827 -1%
EWA
209
Etesian Wealth Advisors
Oregon
$2.56M +$46.8K +1,484 +2%
USWIA
210
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.56M +$16.2K +514 +0.7%
HFP
211
Holistic Financial Partners
Indiana
$2.55M -$82.8K -2,627 -3%
CWM
212
Chesapeake Wealth Management
Virginia
$2.55M +$93.3K +2,960 +4%
BIM
213
Breakwater Investment Management
Washington
$2.49M -$90.7K -2,879 -4%
WCFA
214
Walkner Condon Financial Advisors
Wisconsin
$2.37M +$97.8K +3,104 +5%
EFG
215
Embree Financial Group
Illinois
$2.35M -$223K -7,092 -9%
VA
216
Valmark Advisers
Ohio
$2.34M +$4.22K +134 +0.2%
RWA
217
Roberts Wealth Advisors
California
$2.34M -$54K -1,714 -2%
OPWM
218
Oakwell Private Wealth Management
Texas
$2.34M
LPAM
219
Lodestar Private Asset Management
California
$2.3M +$38.1K +1,209 +2%
IA
220
Integrity Alliance
Iowa
$2.27M -$58.6K -1,861 -3%
DT
221
Diversified Trust
Tennessee
$2.25M +$1.19M +37,880 +128%
AWM
222
Avior Wealth Management
Nebraska
$2.24M -$5.01K -159 -0.2%
BlackRock
223
BlackRock
New York
$2.23M +$1.89M +59,930 +888%
BF
224
Blankinship & Foster
California
$2.2M -$7.31K -232 -0.4%
HW
225
Hancock Whitney
Mississippi
$2.2M +$36.2K +1,149 +2%