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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
Betterment LLC
251
Betterment LLC
New York
$2.3M
AAG
252
Asset Advisory Group
New Jersey
$2.28M
MPW
253
MASECO Private Wealth
$2.24M
RWRC
254
R.W. Roge & Company
New York
$2.23M
WP
255
Westmount Partners
California
$2.22M
MA
256
Mezzasalma Advisors
New Jersey
$2.12M
CIC
257
Cutler Investment Counsel
Oregon
$2.12M
SPWM
258
Schrum Private Wealth Management
Florida
$2.08M
VFA
259
Valeo Financial Advisors
Indiana
$2.07M
FPAS
260
Focus Partners Advisor Solutions
Missouri
$2.07M
WIP
261
WealthCare Investment Partners
Rhode Island
$1.98M
CT
262
Colonial Trust
South Carolina
$1.98M
LFG
263
Larson Financial Group
Missouri
$1.98M
AWM
264
Angeles Wealth Management
California
$1.97M
KFP
265
KMG Fiduciary Partners
Ohio
$1.97M
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$1.92M
BWM
267
Briggs Wealth Management
Connecticut
$1.91M
AOWM
268
Alpha Omega Wealth Management
Virginia
$1.91M
HAP
269
Harbor Asset Planning
Massachusetts
$1.89M
FHA
270
Flagship Harbor Advisors
Massachusetts
$1.88M
Northern Trust
271
Northern Trust
Illinois
$1.88M
SA
272
Sanctuary Advisors
Indiana
$1.87M
BPC
273
Bearing Point Capital
Minnesota
$1.84M
FSWA
274
Financial Synergies Wealth Advisors
Texas
$1.83M
SSWM
275
Sheets Smith Wealth Management
North Carolina
$1.81M