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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
RPA
126
Redwood Park Advisors
California
$172K
JP Morgan Chase
127
JP Morgan Chase
New York
$162K +$55K +1,906 +54%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$158K +$30.3K +1,048 +25%
MS
129
Monetary Solutions
Ohio
$151K +$146K +5,072 New
AWM
130
AE Wealth Management
Kansas
$149K
SAM
131
Smartleaf Asset Management
Massachusetts
$148K -$1.21K -42 -0.8%
NSIM
132
North Star Investment Management
Illinois
$147K +$1.53K +53 +1%
MA
133
MCF Advisors
Kentucky
$137K +$133K +4,607 New
HC
134
Hara Capital
Washington
$120K
PB
135
Pinnacle Bancorp
Nebraska
$115K +$112K +3,875 New
CSC
136
Caldwell Sutter Capital
California
$111K +$8.95K +310 +9%
AIM
137
Anchor Investment Management
South Carolina
$85.1K +$9.07K +314 +12%
CA
138
CoreCap Advisors
Michigan
$76.1K
SIS
139
Strategic Investment Solutions
Illinois
$70.8K +$33.5K +1,160 +96%
AF
140
Advisornet Financial
Minnesota
$68K +$10.7K +370 +19%
AssetMark Inc
141
AssetMark Inc
California
$61.8K +$38.1K +1,320 +176%
IAIM
142
International Assets Investment Management
Florida
$53.7K +$52K +1,802 New
AF
143
Allworth Financial
California
$52.2K +$3.96K +137 +8%
BFO
144
Biltmore Family Office
North Carolina
$50.7K +$49.1K +1,700 New
Franklin Resources
145
Franklin Resources
California
$48.8K +$47.2K +1,635 New
BIM
146
Breakwater Investment Management
Washington
$43.6K
OC
147
Optima Capital
Oregon
$30.4K +$29.5K +1,020 New
PFBT
148
Parkside Financial Bank & Trust
Missouri
$29.8K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$29K
CMBA
150
C.M. Bidwell & Associates
Hawaii
$28.6K