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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
NDSI
476
Newman Dignan & Sheerar Inc
Rhode Island
$394K
ECM
477
Evergreen Capital Management
Washington
$390K
MWM
478
Maridea Wealth Management
New York
$390K
GC
479
Grimes & Company
Massachusetts
$389K
SFG
480
Sovereign Financial Group
Connecticut
$388K
CNTOF
481
Canandaigua National Trust of Florida
New York
$388K
ACA
482
Affinity Capital Advisors
California
$388K
PIFP
483
Partners in Financial Planning
Virginia
$387K
Members Trust
484
Members Trust
Florida
$383K
ACM
485
Advisors Capital Management
New Jersey
$383K
FWCM
486
Ferguson Wellman Capital Management
Oregon
$379K
MSA
487
Marino Stram & Associates
Massachusetts
$378K
EFG
488
Everhart Financial Group
Ohio
$377K
MWM
489
Mission Wealth Management
California
$377K
DWM
490
Darwin Wealth Management
Florida
$376K
CA
491
CGN Advisors
Kansas
$375K
CAM
492
Cresset Asset Management
Illinois
$375K
CICC
493
Capital Investment Counsel (Colorado)
Colorado
$375K
IA
494
Invested Advisors
Pennsylvania
$372K
WT
495
Whittier Trust
California
$370K
NWM
496
Nova Wealth Management
Florida
$370K
TYCC
497
Texas Yale Capital Corp
Florida
$368K
WAM
498
Weatherly Asset Management
California
$366K
MWM
499
Modera Wealth Management
New Jersey
$364K
WCFA
500
Walkner Condon Financial Advisors
Wisconsin
$361K