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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
FSWA
276
Financial Synergies Wealth Advisors
Texas
$1.83M
SSWM
277
Sheets Smith Wealth Management
North Carolina
$1.81M
HG
278
Harbor Group
New Hampshire
$1.81M
AV
279
Aspiring Ventures
Ohio
$1.81M
BC
280
Bulwark Capital
Florida
$1.8M
MWA
281
Midland Wealth Advisors
Illinois
$1.78M
NJIM
282
Nabity-Jensen Investment Management
Nebraska
$1.75M
BFG
283
Berger Financial Group
Minnesota
$1.73M
CIA
284
Capital Investment Advisors
Georgia
$1.73M
WA
285
Waverly Advisors
Alabama
$1.7M
MAM
286
Madison Asset Management
Wisconsin
$1.69M
MWM
287
Modern Wealth Management
Kansas
$1.69M
HIM
288
Harbour Investment Management
Washington
$1.65M
WA
289
Whipplewood Advisors
Colorado
$1.64M
LIA
290
LBMC Investment Advisors
Tennessee
$1.64M
IWM
291
IHT Wealth Management
Illinois
$1.61M
CPIG
292
Chicago Partners Investment Group
Illinois
$1.59M
YWM
293
Yoder Wealth Management
California
$1.57M
DAM
294
Directional Asset Management
Illinois
$1.57M
MA
295
McGrath & Associates
North Carolina
$1.55M
SIC
296
Salem Investment Counselors
North Carolina
$1.54M
BAMG
297
Brand Asset Management Group
Missouri
$1.53M
PWPS
298
Pinnacle Wealth Planning Services
Ohio
$1.52M
MCM
299
MidAtlantic Capital Management
Virginia
$1.5M
AA
300
Addison Advisors
Vermont
$1.5M