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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
SFG
476
Sovereign Financial Group
Connecticut
$388K
CNTOF
477
Canandaigua National Trust of Florida
New York
$388K
ACA
478
Affinity Capital Advisors
California
$388K
PIFP
479
Partners in Financial Planning
Virginia
$387K
Members Trust
480
Members Trust
Florida
$383K
ACM
481
Advisors Capital Management
New Jersey
$383K
FWCM
482
Ferguson Wellman Capital Management
Oregon
$379K
MSA
483
Marino Stram & Associates
Massachusetts
$378K
EFG
484
Everhart Financial Group
Ohio
$377K
MWM
485
Mission Wealth Management
California
$377K
DWM
486
Darwin Wealth Management
Florida
$376K
CA
487
CGN Advisors
Kansas
$375K
CAM
488
Cresset Asset Management
Illinois
$375K
CICC
489
Capital Investment Counsel (Colorado)
Colorado
$375K
IA
490
Invested Advisors
Pennsylvania
$372K
WT
491
Whittier Trust
California
$370K
NWM
492
Nova Wealth Management
Florida
$370K
TYCC
493
Texas Yale Capital Corp
Florida
$368K
WAM
494
Weatherly Asset Management
California
$366K
MWM
495
Modera Wealth Management
New Jersey
$364K
WCFA
496
Walkner Condon Financial Advisors
Wisconsin
$361K
PCMC
497
Paragon Capital Management (Colorado)
Colorado
$360K
WAS
498
Westco Advisory Services
New York
$359K
AFG
499
Atomi Financial Group
New York
$358K
HKIMG
500
Hutchens & Kramer Investment Management Group
Indiana
$358K