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Schwab International Dividend Equity ETF

194 hedge funds and large institutions have $478M invested in Schwab International Dividend Equity ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

179% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 33

18% more capital invested

Capital invested by funds: $404M → $478M (+$74.4M)

14% more funds holding

Funds holding: 170194 (+24)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.04% less ownership

Funds ownership: 24.29%22.25% (-2%)

Holders
194
Holders Change
+24
Holders Change %
+14.12%
% of All Funds
2.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
92
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
26
Carolina Wealth Advisors
South Carolina
$4.14M +$1.2M +37,735 +41%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$4.11M +$402K +12,671 +11%
OFS
28
Opus Financial Solutions
Illinois
$4.1M -$193K -6,074 -4%
MCM
29
MAI Capital Management
Ohio
$4.07M +$70.5K +2,222 +2%
FF
30
Farrow Financial
Vermont
$3.94M +$1.38M +43,505 +54%
CFA
31
Cahill Financial Advisors
Minnesota
$3.88M +$234K +7,381 +6%
SFA
32
Sequoia Financial Advisors
Ohio
$3.66M -$829K -26,132 -18%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.49M +$994K +31,337 +40%
IWC
34
Integrated Wealth Concepts
Massachusetts
$3.37M -$81.6K -2,571 -2%
NFW
35
Noble Family Wealth
Florida
$3.33M +$142K +4,487 +4%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$3.26M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.24M +$889K +28,008 +38%
JP Morgan Chase
38
JP Morgan Chase
New York
$2.4M +$2.28M +71,860 +1,324%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$2.34M -$541K -17,049 -19%
WC
40
Wolfstich Capital
Massachusetts
$2.21M
FMC
41
First Merchants Corp
Indiana
$2.19M -$255K -8,027 -10%
EWA
42
Exencial Wealth Advisors
Oklahoma
$2.11M -$231K -7,279 -10%
FFA
43
Farther Finance Advisors
California
$1.98M +$40K +1,262 +2%
Mariner
44
Mariner
Kansas
$1.97M +$217K +6,839 +12%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.96M +$667K +21,039 +52%
KBFS
46
Kohmann Bosshard Financial Services
Ohio
$1.89M -$148K -4,666 -7%
BW
47
Bravera Wealth
North Dakota
$1.83M -$256K -8,060 -12%
IFG
48
Independent Financial Group
California
$1.73M +$1.16M +36,697 +206%
PWA
49
Perspective Wealth Advisors
Colorado
$1.71M +$269K +8,486 +19%
Goldman Sachs
50
Goldman Sachs
New York
$1.69M +$559K +17,620 +49%