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Schwab International Dividend Equity ETF

78 hedge funds and large institutions have $224M invested in Schwab International Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
31
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$29.4M 1,242,625 -38,119 -3%
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$22.4M 949,344 +844,375 +804%
SAM
3
Summit Asset Management
Tennessee
$16M 677,464 +50,530 +8%
KBFS
4
Kohmann Bosshard Financial Services
Ohio
$12.7M 535,549 +7,700 +1%
V
5
Veritable
Delaware
$6.99M 295,682 +295,682 New
PWP
6
Principle Wealth Partners
Connecticut
$6.58M 278,455 +56,903 +26%
Bank of America
7
Bank of America
North Carolina
$6.21M 262,989 +101,328 +63%
MCA
8
Magnolia Capital Advisors
Mississippi
$6.1M 258,070 +258,070 New
Jane Street
9
Jane Street
New York
$6.08M 257,127 -2,140,931 -89%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$5.93M 251,149 +13,367 +6%
SFA
11
Souders Financial Advisors
Ohio
$5.83M 246,704 +246,704 New
MAM
12
McCarthy Asset Management
California
$5.81M 246,021 -2,256 -0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.78M 244,454 +216,348 +770%
FMC
14
First Merchants Corp
Indiana
$5.57M 235,623 +7,284 +3%
TWM
15
Tradition Wealth Management
Minnesota
$5.3M 154,330 -2,002 -1%
CST
16
Charles Schwab Trust
Nevada
$5.17M 218,761 -23,767 -10%
BMCM
17
Bryn Mawr Capital Management
Pennsylvania
$5.1M 215,995 -910 -0.4%
IWC
18
Integrated Wealth Concepts
Massachusetts
$4.41M 186,780 +60,012 +47%
AAIM
19
Asset Advisors Investment Management
Georgia
$3.92M 166,027 +166,027 New
Osaic Holdings
20
Osaic Holdings
Arizona
$3.82M 161,490 +39,403 +32%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$3.63M 153,774 -2,112 -1%
CWC
22
Carolinas Wealth Consulting
North Carolina
$3.39M 143,498 -19,118 -12%
PMG
23
ProVise Management Group
Florida
$3.32M 140,363 -6,816 -5%
BI
24
Berkeley Inc
Idaho
$3.25M 137,602 +15,408 +13%
SIS
25
Strategic Investment Solutions
Illinois
$3.17M 134,148 +105,748 +372%