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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
SB
526
Simmons Bank
Arkansas
$308K
ACA
527
Ackerman Capital Advisors
Texas
$305K
AWA
528
Arkadios Wealth Advisors
Georgia
$304K
Fifth Third Bancorp
529
Fifth Third Bancorp
Ohio
$302K
IWAO
530
Independence Wealth Advisors (Ohio)
Ohio
$301K
ZF
531
Zhang Financial
Michigan
$301K
FPF
532
First Pacific Financial
Washington
$298K
VA
533
VestGen Advisors
Illinois
$297K
AWM
534
Apollon Wealth Management
South Carolina
$297K
MIC
535
Meridian Investment Counsel
California
$296K
QPWM
536
Quadrant Private Wealth Management
Pennsylvania
$296K
KL
537
Keenan LLC
Massachusetts
$295K
MAS
538
Meeder Advisory Services
Ohio
$295K
OBWG
539
Onyx Bridge Wealth Group
New York
$295K
HW
540
Hancock Whitney
Mississippi
$287K
CAG
541
Curtis Advisory Group
California
$285K
AA
542
Ancora Advisors
Ohio
$283K
IPA
543
Investment Planning Advisors
Georgia
$278K
DFA
544
DHJJ Financial Advisors
Illinois
$278K
DWM
545
Diversify Wealth Management
Utah
$278K
FIA
546
Foundations Investment Advisors
Arizona
$276K
IP
547
Indivisible Partners
Florida
$275K
PMFA
548
Plante Moran Financial Advisors
Michigan
$274K
PL
549
Parthenon LLC
Kentucky
$272K
SAM
550
Summit Asset Management
Tennessee
$268K