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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
TC
426
Trilogy Capital
California
$547K
VCM
427
Vivaldi Capital Management
Illinois
$546K
WG
428
Welch Group
Alabama
$544K
TCWM
429
Total Clarity Wealth Management
Illinois
$542K
EFG
430
Everest Financial Group
Minnesota
$538K
RIA
431
Regal Investment Advisors
Michigan
$534K
FWM
432
Fingerlakes Wealth Management
New York
$532K
FA
433
Fountainhead AM
New Jersey
$526K
MT
434
Midwest Trust
Kansas
$518K
Natixis Advisors
435
Natixis Advisors
Massachusetts
$514K
TCM
436
Traub Capital Management
Massachusetts
$513K
AAS
437
Ameritas Advisory Services
Nebraska
$505K
BCM
438
Brookstone Capital Management
Illinois
$504K
NCM
439
Noesis Capital Mangement
Florida
$500K
TFA
440
Tobias Financial Advisors
Florida
$499K
DWP
441
Destiny Wealth Partners
Florida
$494K
Financial Engines Advisors
442
Financial Engines Advisors
California
$489K
TA
443
Tactive Advisors
Florida
$487K
MG
444
Mather Group
Illinois
$487K
JIC
445
Joel Isaacson & Co
New York
$485K
BSTWA
446
Blake Schutter Theil Wealth Advisors
Ohio
$476K
EFG
447
Embree Financial Group
Illinois
$469K
UCFA
448
United Capital Financial Advisors
Texas
$464K
WI
449
Westbourne Investments
Virginia
$463K
AWM
450
Abound Wealth Management
Tennessee
$441K