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Schwab Emerging Markets Equity ETF

718 hedge funds and large institutions have $6.27B invested in Schwab Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 220 increasing their positions, 317 reducing their positions, and 52 closing their positions.

Holders
718
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
10.45%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.41%
New
54
Increased
220
Reduced
317
Closed
52
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$296K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$2.63B 99,202,459 +87,018,055 +714%
Creative Planning
2
Creative Planning
Kansas
$588M 22,137,796 -1,206,101 -5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$521M 19,587,589 -330,877 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$193M 7,263,450 +1,430,319 +25%
SAG
5
SageView Advisory Group
California
$85.2M 3,209,191 +3,209,191 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$66.9M 2,517,081 -291,924 -10%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$63.5M 2,390,100 -38,367 -2%
MG
8
Mather Group
Illinois
$60.6M 2,399,977 -120,702 -5%
Morgan Stanley
9
Morgan Stanley
New York
$54.8M 2,064,715 +192,241 +10%
R
10
Rebalance
California
$51.9M 1,953,452 +173,665 +10%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$51.6M 1,942,178 -233,102 -11%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$49.4M 1,858,079 +7,575 +0.4%
OWM
13
Orgel Wealth Management
Wisconsin
$43.3M 1,631,129 +187,257 +13%
HWA
14
Heartwood Wealth Advisors
Virginia
$39.7M 1,492,863 +10,635 +0.7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$38.6M 1,454,703 -176,294 -11%
ML
16
McAdam LLC
Pennsylvania
$36.7M 1,383,102 +130,870 +10%
MGIA
17
Moneta Group Investment Advisors
Missouri
$36.5M 1,376,057 +71,566 +5%
RIM
18
Rakuten Investment Management
Japan
$36.3M 1,369,580 +104,840 +8%
KF
19
Krilogy Financial
Missouri
$34.9M 1,315,133 -10,061 -0.8%
CHA
20
Cooper/Haims Advisors
New York
$32.1M 1,207,190 +12,210 +1%
Mariner
21
Mariner
Kansas
$30.6M 1,150,951 -58,994 -5%
BWA
22
BlueSky Wealth Advisors
North Carolina
$28.8M 1,084,906 +1,084,906 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$28.1M 1,056,913 +3,839 +0.4%
KFC
24
Klingenstein Fields & Co
New York
$27.7M 1,044,192 -34,487 -3%
Wells Fargo
25
Wells Fargo
California
$26.7M 1,004,323 +59,949 +6%