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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
Creative Planning
1
Creative Planning
Kansas
$638M -$12.6M -401,142 -2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$558M -$28.2M -895,753 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$349M +$9.57M +303,891 +3%
US Bancorp
4
US Bancorp
Minnesota
$217M +$96.6M +3,065,021 +89%
SAG
5
SageView Advisory Group
California
$124M -$1.7M -54,014 -1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$117M -$6.09M -193,220 -5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$75.5M -$491K -15,576 -0.7%
RIM
8
Rakuten Investment Management
Japan
$74.6M +$70.7M +2,245,603 New
Morgan Stanley
9
Morgan Stanley
New York
$70.8M -$329K -10,428 -0.5%
MG
10
Mather Group
Illinois
$69.9M -$622K -19,751 -0.9%
R
11
Rebalance
California
$69.3M +$2.49M +78,925 +4%
OWM
12
Orgel Wealth Management
Wisconsin
$65.7M +$579K +18,372 +0.9%
WANY
13
Wealthspire Advisors (New York)
New York
$63.2M -$420K -13,334 -0.7%
MGIA
14
Moneta Group Investment Advisors
Missouri
$61.5M +$2.35M +74,487 +4%
KF
15
Krilogy Financial
Missouri
$54.3M +$5.39M +170,974 +12%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$53.6M -$894K -28,370 -2%
SA
17
Sanctuary Advisors
Indiana
$52.4M +$3.35M +106,378 +7%
HWA
18
Heartwood Wealth Advisors
Virginia
$51.4M +$336K +10,650 +0.7%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$50.4M -$3.74M -118,589 -7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$49.2M +$42.8M +1,357,652 +1,165%
HSA
21
HBK Sorce Advisory
Pennsylvania
$49.1M +$3.57M +113,345 +8%
Mariner
22
Mariner
Kansas
$47.9M +$896K +28,425 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$47.3M +$5.07M +160,961 +13%
Wells Fargo
24
Wells Fargo
California
$44.3M +$84.3K +2,677 +0.2%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$42.8M +$2.5M +79,274 +7%