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Schwab Fundamental US Large Company Index ETF

773 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
Holders
773
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$32.5M
2 -$27.3M
3 -$21.5M
4
Goldman Sachs
Goldman Sachs
New York
-$13.8M
5
TS
TradeWell Securities
Indiana
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
226
Prostatis Group
Maryland
$3.15M
FFA
227
Farther Finance Advisors
California
$3.1M
PFS
228
Prospera Financial Services
Texas
$3.1M
EWM
229
Empirical Wealth Management
Washington
$3.04M
Renaissance Technologies
230
Renaissance Technologies
New York
$3.04M
SAI
231
Savvy Advisors Inc
New York
$3.03M
REMPR
232
Roof Eidam Maycock Peralta (REMP)
California
$3.02M
WCM
233
Whitener Capital Management
North Carolina
$2.95M
PWM
234
Perigon Wealth Management
California
$2.94M
BCI
235
Brinker Capital Investments
Pennsylvania
$2.92M
CCAM
236
Cascades Capital Asset Management
North Carolina
$2.88M
SWA
237
Sax Wealth Advisors
New Jersey
$2.84M
WFA
238
Wellspring Financial Advisors
Ohio
$2.8M
STFP
239
Signal Tree Financial Partners
Ohio
$2.73M
TRCT
240
Tower Research Capital (TRC)
New York
$2.7M
WANY
241
Wealthspire Advisors (New York)
New York
$2.63M
Stifel Financial
242
Stifel Financial
Missouri
$2.61M
AWE
243
Avidian Wealth Enterprises
Texas
$2.6M
PA
244
PFG Advisors
Arizona
$2.52M
Truist Financial
245
Truist Financial
North Carolina
$2.5M
CGPCS
246
Capital Group Private Client Services
California
$2.49M
CBU
247
CIBC Bancorp USA
Illinois
$2.48M
BBHC
248
Brown Brothers Harriman & Co
New York
$2.48M
IWC
249
Integrated Wealth Concepts
Massachusetts
$2.43M
RWM
250
Riverchase Wealth Management
Texas
$2.4M