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Schwab International Dividend Equity ETF

124 hedge funds and large institutions have $238M invested in Schwab International Dividend Equity ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
47
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAM
1
Cresset Asset Management
Illinois
$51.8M 1,980,722 +230,868 +13%
SAM
2
Summit Asset Management
Tennessee
$22M 841,247 +13,536 +2%
SFA
3
Souders Financial Advisors
Ohio
$13.7M 525,047 -16,370 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.58M 327,786 +15,726 +5%
KBFS
5
Kohmann Bosshard Financial Services
Ohio
$8.11M 309,856 -13,502 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.72M 256,617 +7,061 +3%
AAIM
7
Asset Advisors Investment Management
Georgia
$6.54M 249,734 +411 +0.2%
LPL Financial
8
LPL Financial
California
$5.62M 214,884 -14,857 -6%
MCA
9
Magnolia Capital Advisors
Mississippi
$5.46M 208,651 -27,635 -12%
Stifel Financial
10
Stifel Financial
Missouri
$4.91M 187,774 -19,999 -10%
PWP
11
Principle Wealth Partners
Connecticut
$4.77M 182,374 -17,983 -9%
CST
12
Charles Schwab Trust
Nevada
$4.7M 179,533 +2,151 +1%
IF
13
IRON Financial
Illinois
$4.54M 173,521 +51,425 +42%
FMC
14
First Merchants Corp
Indiana
$4.42M 168,903 +7,682 +5%
LWM
15
LongView Wealth Management
Georgia
$3.65M 139,334 +28,624 +26%
MWM
16
Modern Wealth Management
Kansas
$3.45M 131,889 +131,889 New
Morgan Stanley
17
Morgan Stanley
New York
$3.1M 118,540 -8,271 -7%
RMF
18
Red Mountain Financial
Colorado
$3.04M 116,161 +6,286 +6%
RSWM
19
Robertson Stephens Wealth Management
California
$2.98M 113,697 +8,614 +8%
WA
20
Waverly Advisors
Alabama
$2.84M 108,596 +5,744 +6%
MCM
21
MAI Capital Management
Ohio
$2.7M 103,162 -375 -0.4%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$2.7M 103,110
BI
23
Berkeley Inc
Idaho
$2.69M 102,894 -97,820 -49%
Bank of America
24
Bank of America
North Carolina
$2.68M 102,236 -3,606 -3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.59M 99,052 -8,800 -8%