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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
WA
451
WESPAC Advisors
California
$434K
NP
452
NorthRock Partners
Minnesota
$428K
Franklin Resources
453
Franklin Resources
California
$423K
SEP
454
Signature Equity Partners
Ohio
$423K
CW
455
Channel Wealth
California
$419K
PP
456
Patten & Patten
Tennessee
$418K
KPWS
457
Kestra Private Wealth Services
Texas
$417K
RFC
458
Regions Financial Corp
Alabama
$415K
PCIA
459
Prime Capital Investment Advisors
Kansas
$414K
AIA
460
Arbor Investment Advisors
North Carolina
$408K
IIM
461
InTrack Investment Management
Vermont
$407K
CFS
462
CRA Financial Services
New Jersey
$407K
BB
463
Burford Brothers
Texas
$406K
TWD
464
True Wealth Design
Ohio
$398K
SSWM
465
Smith Salley Wealth Management
North Carolina
$397K
VA
466
Vident Advisory
Georgia
$397K
MFC
467
Morris Financial Concepts
South Carolina
$396K
RDWM
468
Red Door Wealth Management
Tennessee
$396K
MFWP
469
Mosaic Family Wealth Partners
Missouri
$395K
SCA
470
Sensenig Capital Advisors
Pennsylvania
$395K
EAM
471
Empirical Asset Management
Massachusetts
$395K
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$394K
ECM
473
Evergreen Capital Management
Washington
$390K
MWM
474
Maridea Wealth Management
New York
$390K
GC
475
Grimes & Company
Massachusetts
$389K