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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
LKBC
376
L.K. Benson & Company
Maryland
$744K
MA
377
Montag & Associates
Georgia
$734K
SWP
378
Stratos Wealth Partners
Ohio
$727K
Baird Financial Group
379
Baird Financial Group
Wisconsin
$724K
DADC
380
D.A. Davidson & Co
Montana
$709K
SHGA
381
Sand Hill Global Advisors
California
$706K
TPI
382
Trust Point Inc
Wisconsin
$706K
PAYA
383
Phil A. Younker & Associates
Alaska
$705K
BIG
384
Builder Investment Group
Georgia
$695K
PNC Financial Services Group
385
PNC Financial Services Group
Pennsylvania
$695K
HR
386
Howe & Rusling
New York
$693K
CAM
387
Clark Asset Management
New Hampshire
$690K
MCM
388
Mengis Capital Management
Oregon
$688K
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$683K
Thrivent Financial for Lutherans
390
Thrivent Financial for Lutherans
Minnesota
$681K
CRC
391
Curi RMB Capital
Illinois
$681K
AWA
392
Arete Wealth Advisors
Illinois
$664K
KW
393
Keyvantage Wealth
Pennsylvania
$662K
LI
394
Lafayette Investments
Maryland
$661K
VWM
395
Vermillion Wealth Management
Minnesota
$656K
CIAS
396
CFS Investment Advisory Services
New Jersey
$651K
CCM
397
Chilton Capital Management
Texas
$647K
AAP
398
Arax Advisory Partners
Colorado
$639K
JFG
399
JMG Financial Group
Illinois
$628K
PAW
400
Plan A Wealth
Nebraska
$624K