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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
PFA
301
Perryman Financial Advisory
Texas
$1.47M
AC
302
Avestar Capital
New York
$1.46M
SWASL
303
Spartan Wealth Advisory Services LLC
Michigan
$1.43M
AF
304
Advisornet Financial
Minnesota
$1.4M
VAF
305
Values Added Financial
District of Columbia
$1.38M
RRA
306
Red Reef Advisors
Florida
$1.37M
WWA
307
WCG Wealth Advisors
Nevada
$1.36M
AIM
308
AMI Investment Management
Indiana
$1.35M
CNBTD
309
Citizens National Bank Trust Department
Mississippi
$1.34M
GFP
310
Gryphon Financial Partners
Ohio
$1.34M
KWA
311
Kingswood Wealth Advisors
California
$1.34M
NFG
312
Nations Financial Group
Iowa
$1.33M
BFP
313
Birchwood Financial Partners
Minnesota
$1.3M
GC
314
GatePass Capital
Ohio
$1.3M
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$1.29M
VNA
316
Valley National Advisers
Pennsylvania
$1.28M
BFA
317
Ballast Financial Advisors
Pennsylvania
$1.27M
MWA
318
Medallion Wealth Advisors
Connecticut
$1.27M
KCIC
319
Kuhn & Co Investment Counsel
Illinois
$1.27M
S
320
SignatureFD
Georgia
$1.26M
WPC
321
Wedmont Private Capital
Pennsylvania
$1.25M
AO
322
Advisor OS
Illinois
$1.24M
FPH
323
Financial Planning Hawaii
Hawaii
$1.21M
IAA
324
Independent Advisor Alliance
North Carolina
$1.21M
KIA
325
KCM Investment Advisors
California
$1.18M