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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
PCMC
501
Paragon Capital Management (Colorado)
Colorado
$360K
WAS
502
Westco Advisory Services
New York
$359K
AFG
503
Atomi Financial Group
New York
$358K
HKIMG
504
Hutchens & Kramer Investment Management Group
Indiana
$358K
AWAG
505
ARS Wealth Advisors Group
Florida
$356K
MA
506
MCF Advisors
Kentucky
$356K
RFP
507
Root Financial Partners
California
$354K
IAIM
508
International Assets Investment Management
Florida
$353K
GJIA
509
Glass Jacobson Investment Advisors
Maryland
$352K
PWW
510
Pettyjohn Wood & White
Virginia
$352K
RWIA
511
Roger Wittlin Investment Advisory
California
$352K
CCG
512
Coastwise Capital Group
California
$351K
LSWP
513
Liberty Square Wealth Partners
Pennsylvania
$349K
AFP
514
ATX Financial Planning
Texas
$347K
WCA
515
Westover Capital Advisors
Delaware
$346K
WIA
516
World Investment Advisors
California
$346K
B
517
BetterWealth
California
$336K
AC
518
Anson Capital
Georgia
$335K
MMA
519
Miracle Mile Advisors
California
$333K
PA
520
Procyon Advisors
Connecticut
$332K
SHFA
521
SC&H Financial Advisors
Maryland
$330K
MC
522
Moors & Cabot
Massachusetts
$328K
Goldman Sachs
523
Goldman Sachs
New York
$328K
MCC
524
Money Concepts Capital
Florida
$322K
IRP
525
Investment Research Partners
Pennsylvania
$316K