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Schwab International Dividend Equity ETF

86 hedge funds and large institutions have $270M invested in Schwab International Dividend Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
34
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
1
Cresset Asset Management
Illinois
$36.6M 1,591,431 +81,790 +5%
SIS
2
Strategic Investment Solutions
Illinois
$35.8M 1,496,917 +1,457,563 +3,704%
Charles Schwab
3
Charles Schwab
California
$26M 1,131,532 -50,819 -4%
SAM
4
Summit Asset Management
Tennessee
$16.2M 705,878 +8,408 +1%
KBFS
5
Kohmann Bosshard Financial Services
Ohio
$13.2M 572,694 +20,030 +4%
SFA
6
Souders Financial Advisors
Ohio
$10.6M 458,958 +53,068 +13%
PFO
7
Pathstone Family Office
New Jersey
$8.68M 377,242 +377,242 New
PWP
8
Principle Wealth Partners
Connecticut
$8.2M 356,700 +35,834 +11%
TWM
9
Tradition Wealth Management
Minnesota
$7.5M 223,117 +4,978 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.56M 285,403 +24,487 +9%
Bank of America
11
Bank of America
North Carolina
$5.58M 242,814 -794 -0.3%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.34M 232,401 +147,419 +173%
FMC
13
First Merchants Corp
Indiana
$5.34M 232,091 -11,117 -5%
MAM
14
McCarthy Asset Management
California
$5.33M 231,890 -16,933 -7%
CST
15
Charles Schwab Trust
Nevada
$5.33M 231,865 +11,487 +5%
IWC
16
Integrated Wealth Concepts
Massachusetts
$5.11M 222,270 +22,309 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.64M 201,835 -216 -0.1%
LPL Financial
18
LPL Financial
California
$4.31M 187,523 +55,046 +42%
AAIM
19
Asset Advisors Investment Management
Georgia
$4.21M 183,250 -180 -0.1%
BI
20
Berkeley Inc
Idaho
$4.17M 181,237 +39,899 +28%
Stifel Financial
21
Stifel Financial
Missouri
$3.26M 141,917 +19,369 +16%
PMG
22
ProVise Management Group
Florida
$3.15M 137,167 -1,525 -1%
CWC
23
Carolinas Wealth Consulting
North Carolina
$2.93M 130,800 -14,613 -10%
Jane Street
24
Jane Street
New York
$2.55M 111,032 -168,755 -60%
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$2.51M 108,953 -64,993 -37%