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Schwab International Dividend Equity ETF

170 hedge funds and large institutions have $404M invested in Schwab International Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

23% more capital invested

Capital invested by funds: $327M → $404M (+$76.6M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more funds holding

Funds holding: 145170 (+25)

0.47% less ownership

Funds ownership: 24.76%24.29% (-0.47%)

Holders
170
Holders Change
+25
Holders Change %
+17.24%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
38
Increased
73
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
51
World Investment Advisors
California
$1.29M +$1.25M +43,132 New
MML Investors Services
52
MML Investors Services
Massachusetts
$1.22M +$5.03K +174 +0.4%
SIG
53
Spinnaker Investment Group
California
$1.2M
AMG
54
Asset Management Group
Connecticut
$1.16M +$355K +12,277 +46%
AWE
55
Avidian Wealth Enterprises
Texas
$1.14M
Goldman Sachs
56
Goldman Sachs
New York
$1.07M +$260 +9 +0%
Morgan Stanley
57
Morgan Stanley
New York
$1.06M +$296K +10,262 +41%
BI
58
Berkeley Inc
Idaho
$1.02M +$2.19K +76 +0.2%
KAS
59
Kestra Advisory Services
Texas
$990K +$47.3K +1,637 +5%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$979K +$72.6K +2,514 +8%
BMCM
61
Bryn Mawr Capital Management
Pennsylvania
$943K
PMG
62
ProVise Management Group
Florida
$936K
HCWM
63
Hidden Cove Wealth Management
Washington
$922K +$291K +10,074 +48%
NA
64
NewEdge Advisors
Louisiana
$910K +$31.9K +1,104 +4%
IA
65
Inspire Advisors
Idaho
$853K +$92.2K +3,193 +13%
LPAM
66
Lodestar Private Asset Management
California
$840K +$2.89K +100 +0.4%
DC
67
Davenport & Co
Virginia
$829K +$803K +27,793 New
M
68
MYeCFO
California
$765K -$5.46K -189 -0.7%
WPC
69
Wedmont Private Capital
Pennsylvania
$749K +$375 +13 +0.1%
Raymond James Financial
70
Raymond James Financial
Florida
$697K +$14.1K +489 +2%
LC
71
Landaas & Company
Wisconsin
$685K +$407K +14,103 +159%
AWA
72
Acorn Wealth Advisors
Michigan
$679K +$26.3K +909 +4%
PSCM
73
Per Stirling Capital Management
Texas
$669K +$3.21K +111 +0.5%
KFGG
74
Keystone Financial Group (Georgia)
Georgia
$626K +$2.31K +80 +0.4%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$609K +$110K +3,823 +23%