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Schwab International Dividend Equity ETF

83 hedge funds and large institutions have $250M invested in Schwab International Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
38
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
1
Cresset Asset Management
Illinois
$36.1M 1,509,641 +1,509,641 New
Charles Schwab
2
Charles Schwab
California
$28.3M 1,182,351 -60,274 -5%
SAM
3
Summit Asset Management
Tennessee
$16.7M 697,470 +20,006 +3%
KBFS
4
Kohmann Bosshard Financial Services
Ohio
$13.2M 552,664 +17,115 +3%
SFA
5
Souders Financial Advisors
Ohio
$9.72M 405,890 +159,186 +65%
V
6
Veritable
Delaware
$9.03M 377,242 +81,560 +28%
TWM
7
Tradition Wealth Management
Minnesota
$7.69M 218,139 +63,809 +41%
PWP
8
Principle Wealth Partners
Connecticut
$7.68M 320,866 +42,411 +15%
Jane Street
9
Jane Street
New York
$6.7M 279,787 +22,660 +9%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.25M 260,916 +9,767 +4%
MAM
11
McCarthy Asset Management
California
$5.96M 248,823 +2,802 +1%
MCA
12
Magnolia Capital Advisors
Mississippi
$5.94M 248,205 -9,865 -4%
Bank of America
13
Bank of America
North Carolina
$5.83M 243,608 -19,381 -7%
FMC
14
First Merchants Corp
Indiana
$5.82M 243,208 +7,585 +3%
CST
15
Charles Schwab Trust
Nevada
$5.14M 220,378 +1,617 +0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.84M 202,051 +40,561 +25%
IWC
17
Integrated Wealth Concepts
Massachusetts
$4.79M 199,961 +13,181 +7%
AAIM
18
Asset Advisors Investment Management
Georgia
$4.39M 183,430 +17,403 +10%
BMCM
19
Bryn Mawr Capital Management
Pennsylvania
$4.16M 173,946 -42,049 -19%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$3.63M 151,616 -2,158 -1%
CWC
21
Carolinas Wealth Consulting
North Carolina
$3.48M 145,413 +1,915 +1%
BI
22
Berkeley Inc
Idaho
$3.38M 141,338 +3,736 +3%
PMG
23
ProVise Management Group
Florida
$3.32M 138,692 -1,671 -1%
LPL Financial
24
LPL Financial
California
$3.17M 132,477 +52,026 +65%
Stifel Financial
25
Stifel Financial
Missouri
$2.93M 122,548 +4,093 +3%