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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
FIA
551
Foundations Investment Advisors
Arizona
$276K
IP
552
Indivisible Partners
Florida
$275K
PMFA
553
Plante Moran Financial Advisors
Michigan
$274K
PL
554
Parthenon LLC
Kentucky
$272K
SAM
555
Summit Asset Management
Tennessee
$268K
SFG
556
SNS Financial Group
Minnesota
$266K
FWP
557
FAS Wealth Partners
Kansas
$265K
ST
558
Smithfield Trust
Pennsylvania
$265K
AG
559
Advocate Group
Minnesota
$262K
JRSI
560
Jeter Robert S II
$261K
AWA
561
Archvest Wealth Advisors
California
$259K
LW
562
Linscomb Wealth
Texas
$259K
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$259K
WIC
564
Woodmont Investment Counsel
Tennessee
$258K
MA
565
Mutual Advisors
Nebraska
$256K
FLPIM
566
F.L. Putnam Investment Management
Massachusetts
$256K
CWM
567
Castle Wealth Management
Florida
$255K
EGA
568
E&G Advisors
Texas
$254K
BH
569
Burk Holdings
Oklahoma
$254K
BIG
570
Brooklyn Investment Group
New York
$251K
SC
571
SouthState Corp
Florida
$250K
Brown Advisory
572
Brown Advisory
Maryland
$248K
IIA
573
Integrity Investment Advisors
Colorado
$248K
CFG
574
Citizens Financial Group
Rhode Island
$247K
SF
575
Symphony Financial
Texas
$245K