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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
SFWA
451
Summit Financial Wealth Advisors
Louisiana
$439K
ACP
452
Argyle Capital Partners
California
$438K
ZIC
453
ZWJ Investment Counsel
Georgia
$437K
AssetMark Inc
454
AssetMark Inc
California
$436K
WA
455
WESPAC Advisors
California
$434K
NP
456
NorthRock Partners
Minnesota
$428K
Franklin Resources
457
Franklin Resources
California
$423K
SEP
458
Signature Equity Partners
Ohio
$423K
CW
459
Channel Wealth
California
$419K
PP
460
Patten & Patten
Tennessee
$418K
KPWS
461
Kestra Private Wealth Services
Texas
$417K
RFC
462
Regions Financial Corp
Alabama
$415K
PCIA
463
Prime Capital Investment Advisors
Kansas
$414K
AIA
464
Arbor Investment Advisors
North Carolina
$408K
IIM
465
InTrack Investment Management
Vermont
$407K
CFS
466
CRA Financial Services
New Jersey
$407K
BB
467
Burford Brothers
Texas
$406K
TWD
468
True Wealth Design
Ohio
$398K
SSWM
469
Smith Salley Wealth Management
North Carolina
$397K
VA
470
Vident Advisory
Georgia
$397K
MFC
471
Morris Financial Concepts
South Carolina
$396K
RDWM
472
Red Door Wealth Management
Tennessee
$396K
MFWP
473
Mosaic Family Wealth Partners
Missouri
$395K
SCA
474
Sensenig Capital Advisors
Pennsylvania
$395K
EAM
475
Empirical Asset Management
Massachusetts
$395K