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