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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
EAM
376
Evanson Asset Management
California
$763K
AP
377
Appleton Partners
Massachusetts
$752K
KA
378
KLCM Advisors
Wisconsin
$747K
LKBC
379
L.K. Benson & Company
Maryland
$744K
MA
380
Montag & Associates
Georgia
$734K
SWP
381
Stratos Wealth Partners
Ohio
$727K
Baird Financial Group
382
Baird Financial Group
Wisconsin
$724K
DADC
383
D.A. Davidson & Co
Montana
$709K
SHGA
384
Sand Hill Global Advisors
California
$706K
TPI
385
Trust Point Inc
Wisconsin
$706K
PAYA
386
Phil A. Younker & Associates
Alaska
$705K
BIG
387
Builder Investment Group
Georgia
$695K
PNC Financial Services Group
388
PNC Financial Services Group
Pennsylvania
$695K
HR
389
Howe & Rusling
New York
$693K
CAM
390
Clark Asset Management
New Hampshire
$690K
MCM
391
Mengis Capital Management
Oregon
$688K
Rockefeller Capital Management
392
Rockefeller Capital Management
New York
$683K
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$681K
CRC
394
Curi RMB Capital
Illinois
$681K
AWA
395
Arete Wealth Advisors
Illinois
$664K
KW
396
Keyvantage Wealth
Pennsylvania
$662K
LI
397
Lafayette Investments
Maryland
$661K
VWM
398
Vermillion Wealth Management
Minnesota
$656K
CIAS
399
CFS Investment Advisory Services
New Jersey
$651K
CCM
400
Chilton Capital Management
Texas
$647K