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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
CCP
251
Clarkston Capital Partners
Michigan
$2.35M
WEG
252
World Equity Group
Illinois
$2.35M
Betterment LLC
253
Betterment LLC
New York
$2.3M
AAG
254
Asset Advisory Group
New Jersey
$2.28M
MPW
255
MASECO Private Wealth
$2.24M
RWRC
256
R.W. Roge & Company
New York
$2.23M
WP
257
Westmount Partners
California
$2.22M
MA
258
Mezzasalma Advisors
New Jersey
$2.12M
CIC
259
Cutler Investment Counsel
Oregon
$2.12M
SPWM
260
Schrum Private Wealth Management
Florida
$2.08M
VFA
261
Valeo Financial Advisors
Indiana
$2.07M
FPAS
262
Focus Partners Advisor Solutions
Missouri
$2.07M
WIP
263
WealthCare Investment Partners
Rhode Island
$1.98M
CT
264
Colonial Trust
South Carolina
$1.98M
LFG
265
Larson Financial Group
Missouri
$1.98M
AWM
266
Angeles Wealth Management
California
$1.97M
KFP
267
KMG Fiduciary Partners
Ohio
$1.97M
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$1.92M
BWM
269
Briggs Wealth Management
Connecticut
$1.91M
AOWM
270
Alpha Omega Wealth Management
Virginia
$1.91M
HAP
271
Harbor Asset Planning
Massachusetts
$1.89M
FHA
272
Flagship Harbor Advisors
Massachusetts
$1.88M
Northern Trust
273
Northern Trust
Illinois
$1.88M
SA
274
Sanctuary Advisors
Indiana
$1.87M
BPC
275
Bearing Point Capital
Minnesota
$1.84M