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