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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
FCH
351
Freestone Capital Holdings
Washington
$945K
IAN
352
Integrated Advisors Network
Texas
$930K
JIC
353
Johnson Investment Counsel
Ohio
$903K
Jane Street
354
Jane Street
New York
$896K
HWM
355
HRC Wealth Management
Idaho
$895K
SEI Investments
356
SEI Investments
Pennsylvania
$878K
ACA
357
Aptus Capital Advisors
Alabama
$873K
LFS
358
Legacy Financial Strategies
Kansas
$872K
TAM
359
Townsend Asset Management
North Carolina
$861K
HIP
360
HUB Investment Partners
Texas
$854K
CWA
361
Crusonia Wealth Advisors
Colorado
$847K
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$845K
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$829K
SPIA
364
Steward Partners Investment Advisory
New York
$824K
AWM
365
Axxcess Wealth Management
California
$820K
MGIA
366
Moneta Group Investment Advisors
Missouri
$809K
AA
367
Auxano Advisors
Washington
$805K
TCIIS
368
TIAA-CREF Individual & Institutional Services
New York
$805K
CAL
369
Capital Analysts LLC
Pennsylvania
$792K
SPC
370
Sigma Planning Corp
Michigan
$791K
MS
371
Monetary Solutions
Ohio
$782K
SIM
372
Studio Investment Management
Illinois
$770K
EAM
373
Evanson Asset Management
California
$763K
AP
374
Appleton Partners
Massachusetts
$752K
KA
375
KLCM Advisors
Wisconsin
$747K