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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
IFA
526
Index Fund Advisors
California
$315K
SWP
527
Sagespring Wealth Partners
Tennessee
$313K
CP
528
Creekside Partners
California
$312K
SL
529
Summitry LLC
California
$311K
SB
530
Simmons Bank
Arkansas
$308K
ACA
531
Ackerman Capital Advisors
Texas
$305K
AWA
532
Arkadios Wealth Advisors
Georgia
$304K
Fifth Third Bancorp
533
Fifth Third Bancorp
Ohio
$302K
IWAO
534
Independence Wealth Advisors (Ohio)
Ohio
$301K
ZF
535
Zhang Financial
Michigan
$301K
FPF
536
First Pacific Financial
Washington
$298K
VA
537
VestGen Advisors
Illinois
$297K
AWM
538
Apollon Wealth Management
South Carolina
$297K
MIC
539
Meridian Investment Counsel
California
$296K
QPWM
540
Quadrant Private Wealth Management
Pennsylvania
$296K
KL
541
Keenan LLC
Massachusetts
$295K
MAS
542
Meeder Advisory Services
Ohio
$295K
OBWG
543
Onyx Bridge Wealth Group
New York
$295K
HW
544
Hancock Whitney
Mississippi
$287K
CAG
545
Curtis Advisory Group
California
$285K
AA
546
Ancora Advisors
Ohio
$283K
CIA
547
Caerus Investment Advisors
Texas
$279K
IPA
548
Investment Planning Advisors
Georgia
$278K
DFA
549
DHJJ Financial Advisors
Illinois
$278K
DWM
550
Diversify Wealth Management
Utah
$278K