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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
AAP
401
Arax Advisory Partners
Colorado
$639K
JFG
402
JMG Financial Group
Illinois
$628K
PAW
403
Plan A Wealth
Nebraska
$624K
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
$616K
BW
405
BIP Wealth
Georgia
$615K
DWM
406
Destination Wealth Management
California
$609K
IFG
407
Independent Financial Group
California
$606K
Envestnet Portfolio Solutions
408
Envestnet Portfolio Solutions
Illinois
$605K
CAI
409
Capital Advisors Inc
Oklahoma
$595K
CW
410
CreativeOne Wealth
Kansas
$591K
MA
411
MSA Advisors
California
$584K
SBWIC
412
Schaper Benz & Wise Investment Counsel
Wisconsin
$582K
FNT
413
First National Trust
Pennsylvania
$581K
PA
414
Parallel Advisors
California
$578K
Empower Advisory Group
415
Empower Advisory Group
Colorado
$571K
TSS
416
Two Sigma Securities
New York
$570K
DAS
417
Dynamic Advisor Solutions
Arizona
$569K
WP
418
WealthPLAN Partners
Nebraska
$569K
FEG
419
Fund Evaluation Group
Ohio
$565K
RA
420
RFG Advisory
Alabama
$564K
DC
421
Dahring Cusmano
Michigan
$563K
BFA
422
Brown Financial Advisory
Alabama
$561K
SWGC
423
Summit Wealth Group (Colorado)
Colorado
$559K
UBS AM
424
UBS AM
Illinois
$558K
JLBC
425
J.L. Bainbridge & Co
Florida
$551K