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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
National Bank of Canada
401
National Bank of Canada
Quebec, Canada
$616K
BW
402
BIP Wealth
Georgia
$615K
DWM
403
Destination Wealth Management
California
$609K
IFG
404
Independent Financial Group
California
$606K
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$605K
CAI
406
Capital Advisors Inc
Oklahoma
$595K
CW
407
CreativeOne Wealth
Kansas
$591K
MA
408
MSA Advisors
California
$584K
SBWIC
409
Schaper Benz & Wise Investment Counsel
Wisconsin
$582K
FNT
410
First National Trust
Pennsylvania
$581K
PA
411
Parallel Advisors
California
$578K
Empower Advisory Group
412
Empower Advisory Group
Colorado
$571K
TSS
413
Two Sigma Securities
New York
$570K
DAS
414
Dynamic Advisor Solutions
Arizona
$569K
WP
415
WealthPLAN Partners
Nebraska
$569K
FEG
416
Fund Evaluation Group
Ohio
$565K
RA
417
RFG Advisory
Alabama
$564K
DC
418
Dahring Cusmano
Michigan
$563K
BFA
419
Brown Financial Advisory
Alabama
$561K
SWGC
420
Summit Wealth Group (Colorado)
Colorado
$559K
UBS AM
421
UBS AM
Illinois
$558K
JLBC
422
J.L. Bainbridge & Co
Florida
$551K
TC
423
Trilogy Capital
California
$547K
VCM
424
Vivaldi Capital Management
Illinois
$546K
WG
425
Welch Group
Alabama
$544K