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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
FPH
326
Financial Planning Hawaii
Hawaii
$1.21M
IAA
327
Independent Advisor Alliance
North Carolina
$1.21M
KIA
328
KCM Investment Advisors
California
$1.18M
MEG
329
Millstone Evans Group
Colorado
$1.16M
HWM
330
HB Wealth Management
Georgia
$1.15M
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$1.13M
US Bancorp
332
US Bancorp
Minnesota
$1.12M
SYBT
333
Stock Yards Bank & Trust
Kentucky
$1.11M
BFP
334
Beacon Financial Planning
Massachusetts
$1.1M
VAI
335
Vanguard Advisers Inc
Pennsylvania
$1.09M
CA
336
CoreCap Advisors
Michigan
$1.09M
HI
337
Harbour Investments
Wisconsin
$1.08M
AC
338
Apella Capital
Connecticut
$1.06M
DM
339
Diversified Management
Wisconsin
$1.06M
CFD
340
Creative Financial Designs
Indiana
$1.05M
VNT
341
Vanguard National Trust
Pennsylvania
$1.05M
CA
342
Continuum Advisory
Idaho
$1.03M
SFG
343
Sage Financial Group
Pennsylvania
$1.03M
MBI
344
May Barnhard Investments
Maryland
$1.02M
PWM
345
Platt Wealth Management
California
$1.01M
CCA
346
Clarity Capital Advisors
Florida
$1M
BFC
347
Bedel Financial Consulting
Indiana
$1M
FWI
348
Facet Wealth Inc
Maryland
$997K
PFM
349
Phillips Financial Management
Indiana
$992K
AFP
350
Ausdal Financial Partners
Iowa
$986K