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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
AWAG
501
ARS Wealth Advisors Group
Florida
$356K
MA
502
MCF Advisors
Kentucky
$356K
RFP
503
Root Financial Partners
California
$354K
IAIM
504
International Assets Investment Management
Florida
$353K
GJIA
505
Glass Jacobson Investment Advisors
Maryland
$352K
PWW
506
Pettyjohn Wood & White
Virginia
$352K
RWIA
507
Roger Wittlin Investment Advisory
California
$352K
CCG
508
Coastwise Capital Group
California
$351K
LSWP
509
Liberty Square Wealth Partners
Pennsylvania
$349K
AFP
510
ATX Financial Planning
Texas
$347K
WCA
511
Westover Capital Advisors
Delaware
$346K
WIA
512
World Investment Advisors
California
$346K
B
513
BetterWealth
California
$336K
AC
514
Anson Capital
Georgia
$335K
MMA
515
Miracle Mile Advisors
California
$333K
PA
516
Procyon Advisors
Connecticut
$332K
SHFA
517
SC&H Financial Advisors
Maryland
$330K
MC
518
Moors & Cabot
Massachusetts
$328K
Goldman Sachs
519
Goldman Sachs
New York
$328K
MCC
520
Money Concepts Capital
Florida
$322K
IRP
521
Investment Research Partners
Pennsylvania
$316K
IFA
522
Index Fund Advisors
California
$315K
SWP
523
Sagespring Wealth Partners
Tennessee
$313K
CP
524
Creekside Partners
California
$312K
SL
525
Summitry LLC
California
$311K