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Schwab Fundamental US Large Company Index ETF

775 hedge funds and large institutions have $19B invested in Schwab Fundamental US Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 333 increasing their positions, 199 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 42

67% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 199

6% more capital invested

Capital invested by funds: $17.9B → $19B (+$1.09B)

4% more funds holding

Funds holding: 747775 (+28)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2.56% less ownership

Funds ownership: 82.71%80.15% (-2.6%)

Holders
775
Holders Change
+28
Holders Change %
+3.75%
% of All Funds
9.55%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.07%
New
88
Increased
333
Reduced
199
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$11.7B +$169M +5,979,401 +1%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$766M +$173M +6,102,140 +29%
KeyBank National Association
3
KeyBank National Association
Ohio
$347M +$118M +4,162,731 +50%
BFA
4
Boulay Financial Advisors
Minnesota
$266M +$12.5M +441,607 +5%
ML
5
McAdam LLC
Pennsylvania
$261M +$5.39M +190,377 +2%
SEIA
6
Signature Estate & Investment Advisors
California
$235M +$11.2M +396,756 +5%
Ameriprise
7
Ameriprise
Minnesota
$227M -$9.17M -323,515 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$184M +$41.6M +1,468,243 +28%
SCM
9
Steele Capital Management
Iowa
$175M +$5.31M +187,464 +3%
LPL Financial
10
LPL Financial
California
$162M +$19.1M +673,893 +13%
Morgan Stanley
11
Morgan Stanley
New York
$151M +$6.07M +214,259 +4%
GWS
12
Glassman Wealth Services
Virginia
$130M +$151K +5,341 +0.1%
NB
13
Northwest Bancshares
Pennsylvania
$111M -$3.38M -119,197 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$108M +$3.08M +108,569 +3%
CST
15
Charles Schwab Trust
Nevada
$89.6M +$3.09M +109,011 +4%
Bank of America
16
Bank of America
North Carolina
$87.6M +$379K +13,371 +0.4%
AC
17
AlphaCore Capital
California
$85M -$12.5M -442,644 -13%
QCG
18
Quadrant Capital Group
Ohio
$75.3M -$12.4M -437,937 -14%
GAM
19
Gemmer Asset Management
California
$74.7M +$979K +34,540 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$73.2M +$2.86M +101,050 +4%
CCMG
21
Clark Capital Management Group
Pennsylvania
$69.5M +$931K +32,851 +1%
KLI
22
Kelman-Lazarov Inc
Tennessee
$66M +$418K +14,759 +0.6%
RWM
23
Reston Wealth Management
Virginia
$64.9M -$1.45M -51,204 -2%
LF
24
Lee Financial
Texas
$60.8M -$3.98M -140,451 -6%
BIA
25
Bell Investment Advisors
California
$60.7M +$4.68M +165,072 +8%