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Schwab Fundamental US Large Company Index ETF

763 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 89 funds opening new positions, 330 increasing their positions, 194 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
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
PFS
226
Prospera Financial Services
Texas
$3.1M
EWM
227
Empirical Wealth Management
Washington
$3.04M
Renaissance Technologies
228
Renaissance Technologies
New York
$3.04M
SAI
229
Savvy Advisors Inc
New York
$3.03M
REMPR
230
Roof Eidam Maycock Peralta (REMP)
California
$3.02M
WCM
231
Whitener Capital Management
North Carolina
$2.95M
PWM
232
Perigon Wealth Management
California
$2.94M
BCI
233
Brinker Capital Investments
Pennsylvania
$2.92M
CCAM
234
Cascades Capital Asset Management
North Carolina
$2.88M
SWA
235
Sax Wealth Advisors
New Jersey
$2.84M
WFA
236
Wellspring Financial Advisors
Ohio
$2.8M
STFP
237
Signal Tree Financial Partners
Ohio
$2.73M
TRCT
238
Tower Research Capital (TRC)
New York
$2.7M
WANY
239
Wealthspire Advisors (New York)
New York
$2.63M
Stifel Financial
240
Stifel Financial
Missouri
$2.61M
AWE
241
Avidian Wealth Enterprises
Texas
$2.6M
PA
242
PFG Advisors
Arizona
$2.52M
Truist Financial
243
Truist Financial
North Carolina
$2.5M
CGPCS
244
Capital Group Private Client Services
California
$2.49M
CBU
245
CIBC Bancorp USA
Illinois
$2.48M
BBHC
246
Brown Brothers Harriman & Co
New York
$2.48M
IWC
247
Integrated Wealth Concepts
Massachusetts
$2.43M
RWM
248
Riverchase Wealth Management
Texas
$2.4M
CCP
249
Clarkston Capital Partners
Michigan
$2.35M
WEG
250
World Equity Group
Illinois
$2.35M