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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
DBRC
76
D.B. Root & Company
Pennsylvania
$900K +$298K +9,393 +49%
LPAM
77
Lodestar Private Asset Management
California
$887K -$4.89K -154 -0.5%
M
78
MYeCFO
California
$878K +$66.6K +2,100 +8%
AWA
79
Acorn Wealth Advisors
Michigan
$839K +$118K +3,730 +16%
CS
80
Capital Square
Tennessee
$835K +$819K +25,823 New
WPC
81
Wedmont Private Capital
Pennsylvania
$815K +$286 +9 +0%
LC
82
Landaas & Company
Wisconsin
$728K
PSCM
83
Per Stirling Capital Management
Texas
$685K -$25.6K -808 -4%
IA
84
IF Advisors
Texas
$660K +$662K +20,860 New
KFGG
85
Keystone Financial Group (Georgia)
Georgia
$616K -$48.8K -1,538 -7%
CL
86
COWA LLC
Oklahoma
$596K +$17.6K +554 +3%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$588K +$195K +6,133 +49%
BPA
88
Beacon Pointe Advisors
California
$586K +$290K +9,147 +98%
MCM
89
Mengis Capital Management
Oregon
$581K +$6.73K +212 +1%
VA
90
Valmark Advisers
Ohio
$538K +$539K +17,000 New
PNFS
91
PW Nova Financial Services
Pennsylvania
$530K +$531K +16,750 New
TSS
92
Two Sigma Securities
New York
$519K +$246K +7,767 +90%
RFA
93
Resurgent Financial Advisors
Georgia
$509K +$4.44K +140 +0.9%
TWM
94
Tradition Wealth Management
Minnesota
$505K +$18K +567 +4%
PGFC
95
Peapack-Gladstone Financial Corp
New Jersey
$500K
PA
96
Parallel Advisors
California
$486K -$2.35K -74 -0.5%
OWM
97
Orgel Wealth Management
Wisconsin
$473K +$195K +6,145 +70%
WI
98
Westbourne Investments
Virginia
$462K +$128K +4,050 +38%
CCA
99
Clarity Capital Advisors
Florida
$462K
PCA
100
Prosperity Capital Advisors
Ohio
$461K -$35.6K -1,122 -7%