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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
CPA
351
Clear Point Advisors
New York
$981K
CFP
352
Catalyst Financial Partners
Massachusetts
$981K
RWP
353
Revolve Wealth Partners
New Jersey
$946K
FCH
354
Freestone Capital Holdings
Washington
$945K
IAN
355
Integrated Advisors Network
Texas
$930K
JIC
356
Johnson Investment Counsel
Ohio
$903K
Jane Street
357
Jane Street
New York
$896K
HWM
358
HRC Wealth Management
Idaho
$895K
SEI Investments
359
SEI Investments
Pennsylvania
$878K
ACA
360
Aptus Capital Advisors
Alabama
$873K
LFS
361
Legacy Financial Strategies
Kansas
$872K
TAM
362
Townsend Asset Management
North Carolina
$861K
HIP
363
HUB Investment Partners
Texas
$854K
CWA
364
Crusonia Wealth Advisors
Colorado
$847K
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$845K
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$829K
SPIA
367
Steward Partners Investment Advisory
New York
$824K
AWM
368
Axxcess Wealth Management
California
$820K
MGIA
369
Moneta Group Investment Advisors
Missouri
$809K
AA
370
Auxano Advisors
Washington
$805K
TCIIS
371
TIAA-CREF Individual & Institutional Services
New York
$805K
CAL
372
Capital Analysts LLC
Pennsylvania
$792K
SPC
373
Sigma Planning Corp
Michigan
$791K
MS
374
Monetary Solutions
Ohio
$782K
SIM
375
Studio Investment Management
Illinois
$770K