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Schwab International Dividend Equity ETF

119 hedge funds and large institutions have $266M invested in Schwab International Dividend Equity ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-13
Holders Change %
-9.85%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
41
Reduced
43
Closed
26
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1
Cresset Asset Management
Illinois
$80.5M +$32.8M +1,291,180 +69%
SAM
2
Summit Asset Management
Tennessee
$16.7M -$291K -11,471 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$12.3M +$11.2M +442,166 +1,068%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.2M +$5.83M +229,758 +91%
LWM
5
LeConte Wealth Management
Tennessee
$10.5M +$10.5M +412,593 New
IF
6
IRON Financial
Illinois
$6.06M +$690K +27,193 +13%
AAIM
7
Asset Advisors Investment Management
Georgia
$6.02M -$166K -6,557 -3%
Bank of America
8
Bank of America
North Carolina
$5.76M +$2.3M +90,799 +67%
CST
9
Charles Schwab Trust
Nevada
$5.6M +$772K +30,400 +16%
LPL Financial
10
LPL Financial
California
$5.18M -$7.41M -292,124 -59%
MWG
11
Martin Worley Group
Utah
$4.33M +$39.8K +1,568 +0.9%
FMC
12
First Merchants Corp
Indiana
$4.19M -$276K -10,878 -6%
Stifel Financial
13
Stifel Financial
Missouri
$4.15M -$602K -23,713 -13%
MA
14
Mutual Advisors
Nebraska
$3.99M +$3.04M +116,726 +318%
LWM
15
LongView Wealth Management
Georgia
$3.98M +$123K +4,860 +3%
HA
16
Hamel Associates
New Jersey
$3.91M +$2.85M +112,225 +267%
MWM
17
Modern Wealth Management
Kansas
$3.75M +$218K +8,580 +6%
RSWM
18
Robertson Stephens Wealth Management
California
$3.53M +$140K +5,525 +4%
MCA
19
Magnolia Capital Advisors
Mississippi
$3.46M -$2.32M -91,440 -40%
MCM
20
MAI Capital Management
Ohio
$3.31M -$340K -13,389 -9%
IWC
21
Integrated Wealth Concepts
Massachusetts
$3.25M +$246K +9,701 +8%
RMF
22
Red Mountain Financial
Colorado
$3.23M +$39.1K +1,542 +1%
Jane Street
23
Jane Street
New York
$3.15M -$5.3M -208,873 -63%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$2.62M
FTUS
25
Flow Traders U.S.
New York
$2.59M +$2.59M +101,985 New