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Schwab International Dividend Equity ETF

170 hedge funds and large institutions have $404M invested in Schwab International Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

23% more capital invested

Capital invested by funds: $327M → $404M (+$76.6M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more funds holding

Funds holding: 145170 (+25)

0.47% less ownership

Funds ownership: 24.76%24.29% (-0.47%)

Holders
170
Holders Change
+25
Holders Change %
+17.24%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
38
Increased
73
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$106M +$8.91M +308,433 +9%
HA
2
Hamel Associates
New Jersey
$21.1M +$2.21M +76,611 +12%
SAM
3
Summit Asset Management
Tennessee
$18M -$901K -31,203 -5%
Jane Street
4
Jane Street
New York
$17.9M +$15.7M +543,215 +957%
Osaic Holdings
5
Osaic Holdings
Arizona
$17.4M +$1.12M +38,724 +7%
Bank of America
6
Bank of America
North Carolina
$12.2M +$1.26M +43,785 +12%
HighTower Advisors
7
HighTower Advisors
Illinois
$12.2M -$570K -19,749 -5%
LPL Financial
8
LPL Financial
California
$10.3M +$1.91M +66,147 +24%
MWM
9
Modern Wealth Management
Kansas
$9.65M +$2.59M +89,791 +38%
CST
10
Charles Schwab Trust
Nevada
$8.71M -$65K -2,251 -0.8%
IF
11
IRON Financial
Illinois
$8.51M +$121K +4,187 +1%
LWM
12
LeConte Wealth Management
Tennessee
$6.17M -$788K -27,289 -12%
RSWM
13
Robertson Stephens Wealth Management
California
$5.74M +$548K +18,982 +11%
MCA
14
Magnolia Capital Advisors
Mississippi
$5.67M +$2.12M +73,431 +63%
LWM
15
LongView Wealth Management
Georgia
$5.46M -$170K -5,891 -3%
OFS
16
OMC Financial Services
New York
$4.74M +$15.6K +540 +0.3%
FA
17
Fiduciary Alliance
South Carolina
$4.46M +$1.66M +57,354 +62%
MA
18
Mutual Advisors
Nebraska
$4.45M -$267K -9,252 -6%
SFA
19
Sequoia Financial Advisors
Ohio
$4.23M -$1.21M -42,039 -23%
OFS
20
Opus Financial Solutions
Illinois
$4.04M +$3.91M +135,488 New
RMF
21
Red Mountain Financial
Colorado
$4.01M +$69.8K +2,417 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.98M +$206K +7,136 +6%
Stifel Financial
23
Stifel Financial
Missouri
$3.8M -$270K -9,358 -7%
MCM
24
MAI Capital Management
Ohio
$3.77M -$40.4K -1,398 -1%
WA
25
Waverly Advisors
Alabama
$3.69M +$403K +13,961 +13%