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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
JCM
301
Jacobi Capital Management
Pennsylvania
$1.5M
BFG
302
Bleakley Financial Group
New Jersey
$1.5M
PFA
303
Perryman Financial Advisory
Texas
$1.47M
AC
304
Avestar Capital
New York
$1.46M
CPP
305
Capasso Planning Partners
South Carolina
$1.45M
SWASL
306
Spartan Wealth Advisory Services LLC
Michigan
$1.43M
AF
307
Advisornet Financial
Minnesota
$1.4M
VAF
308
Values Added Financial
District of Columbia
$1.38M
RRA
309
Red Reef Advisors
Florida
$1.37M
WWA
310
WCG Wealth Advisors
Nevada
$1.36M
AIM
311
AMI Investment Management
Indiana
$1.35M
CNBTD
312
Citizens National Bank Trust Department
Mississippi
$1.34M
GFP
313
Gryphon Financial Partners
Ohio
$1.34M
KWA
314
Kingswood Wealth Advisors
California
$1.34M
NFG
315
Nations Financial Group
Iowa
$1.33M
BFP
316
Birchwood Financial Partners
Minnesota
$1.3M
GC
317
GatePass Capital
Ohio
$1.3M
Koshinski Asset Management
318
Koshinski Asset Management
Illinois
$1.29M
VNA
319
Valley National Advisers
Pennsylvania
$1.28M
BFA
320
Ballast Financial Advisors
Pennsylvania
$1.27M
MWA
321
Medallion Wealth Advisors
Connecticut
$1.27M
KCIC
322
Kuhn & Co Investment Counsel
Illinois
$1.27M
S
323
SignatureFD
Georgia
$1.26M
WPC
324
Wedmont Private Capital
Pennsylvania
$1.25M
AO
325
Advisor OS
Illinois
$1.24M