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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
WI
101
Westbourne Investments
Virginia
$331K +$305K +10,550 New
Cerity Partners
102
Cerity Partners
New York
$329K +$33.5K +1,161 +12%
SEI Investments
103
SEI Investments
Pennsylvania
$325K +$315K +10,890 New
JF
104
Joule Financial
Kentucky
$299K +$5.92K +205 +2%
BB
105
Bell Bank
North Dakota
$295K -$1.04K -36 -0.4%
HWM
106
Hohimer Wealth Management
Washington
$290K +$281K +9,739 New
BPA
107
Beacon Pointe Advisors
California
$279K +$52K +1,799 +24%
CWA
108
Crusonia Wealth Advisors
Colorado
$275K +$267K +9,230 New
DOA
109
D'Orazio & Associates
Virginia
$270K
OWM
110
Orgel Wealth Management
Wisconsin
$263K +$34.2K +1,185 +16%
TSS
111
Two Sigma Securities
New York
$258K -$138K -4,777 -36%
CFO
112
CVA Family Office
Colorado
$254K +$375 +13 +0.2%
NFS
113
NewCorp Financial Services
Georgia
$247K +$239K +8,267 New
ASN
114
Advisory Services Network
Georgia
$245K
QC
115
Quadrature Capital
United Kingdom
$235K +$227K +7,866 New
SIC
116
Sage Investment Counsel
Tennessee
$222K +$693 +24 +0.3%
AFG
117
Atomi Financial Group
New York
$218K +$2.25K +78 +1%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$216K
P
119
&Partners
Tennessee
$213K +$206K +7,150 New
UBS Group
120
UBS Group
Switzerland
$209K -$52K -1,800 -20%
SHJ
121
Sharkey, Howes & Javer
Colorado
$201K +$194K +6,725 New
SPIA
122
Steward Partners Investment Advisory
New York
$199K +$2.05K +71 +1%
LFA
123
LGT Financial Advisors
Texas
$189K -$289 -10 -0.2%
Comerica Bank
124
Comerica Bank
Texas
$178K +$154K +5,345 +873%
RTL
125
Red Tortoise LLC
Georgia
$172K +$1.79K +62 +1%