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Schwab Emerging Markets Equity ETF

751 hedge funds and large institutions have $3.98B invested in Schwab Emerging Markets Equity ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 255 increasing their positions, 311 reducing their positions, and 56 closing their positions.

Holders
751
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.2%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
72
Increased
255
Reduced
311
Closed
56
Calls
$838K
Puts
$8K
Net Calls
+$830K
Net Calls Change
+$196K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$554M 20,078,302 -355,498 -2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$501M 18,155,827 -539,058 -3%
HighTower Advisors
3
HighTower Advisors
Illinois
$272M 9,855,049 +1,487,984 +18%
US Bancorp
4
US Bancorp
Minnesota
$101M 3,653,803 +2,765,078 +311%
SAG
5
SageView Advisory Group
California
$98.9M 3,586,105 +108,331 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$63.9M 2,317,743 -25,490 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$62.8M 2,277,604 -54,737 -2%
R
8
Rebalance
California
$58.5M 2,122,048 +8,151 +0.4%
MG
9
Mather Group
Illinois
$58.3M 2,113,788 +112,472 +6%
RIM
10
Rakuten Investment Management
Japan
$55.6M 2,013,903 +2,013,903 New
Morgan Stanley
11
Morgan Stanley
New York
$55.2M 2,003,841 +53,332 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$54.5M 1,977,785 +22,228 +1%
WANY
13
Wealthspire Advisors (New York)
New York
$52.1M 1,891,296 +952,161 +101%
OWM
14
Orgel Wealth Management
Wisconsin
$51.5M 1,869,724 +79,855 +4%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$48M 1,740,454 -123,385 -7%
MGIA
16
Moneta Group Investment Advisors
Missouri
$46.7M 1,692,636 +110,954 +7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$43.9M 1,592,573 -531 -0%
HWA
18
Heartwood Wealth Advisors
Virginia
$42M 1,523,909 +9,289 +0.6%
Mariner
19
Mariner
Kansas
$38.9M 1,410,136 -103,774 -7%
KF
20
Krilogy Financial
Missouri
$38.7M 1,403,863 +93,672 +7%
Wells Fargo
21
Wells Fargo
California
$36.9M 1,339,649 +82,076 +7%
CHA
22
Cooper/Haims Advisors
New York
$34.2M 1,241,318 +19,305 +2%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$32.7M 1,184,030 +27,298 +2%
BWA
24
BlueSky Wealth Advisors
North Carolina
$31.3M 1,135,797 +13,269 +1%
HSA
25
HBK Sorce Advisory
Pennsylvania
$31.3M 1,134,892 +414,342 +58%