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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
NEPWA
576
New England Private Wealth Advisors
Massachusetts
$236K
SWM
577
SeaCrest Wealth Management
New York
$236K
Russell Investments Group
578
Russell Investments Group
United Kingdom
$235K
SOS
579
Silver Oak Securities
Tennessee
$234K
MIM
580
Marco Investment Management
Georgia
$234K
CIA
581
Concurrent Investment Advisors
Florida
$233K
GC
582
Garde Capital
Washington
$232K
HA
583
HC Advisors
Georgia
$231K
LWM
584
Luminvest Wealth Management
Arizona
$230K
AL
585
Aspiriant LLC
California
$228K
W
586
WealthCollab
Washington
$227K
DPI
587
Diversified Portfolios Inc
Michigan
$227K
LNWTC
588
Laird Norton Wetherby Trust Company
Washington
$223K
KA
589
Klingman & Associates
New York
$223K
BC
590
Brio Consultants
California
$223K
MFIM
591
Mesirow Financial Investment Management
Illinois
$222K
KFAS
592
Keating Financial Advisory Services
Kansas
$221K
EWA
593
Elevate Wealth Advisory
Georgia
$221K
NG
594
Norden Group
Utah
$221K
SF
595
Summit Financial
New Jersey
$220K
LWM
596
Lyell Wealth Management
California
$220K
HNWAG
597
High Net Worth Advisory Group
Florida
$218K
CKAIS
598
Christensen King & Associates Investment Services
Washington
$218K
OWA
599
Oak Wealth Advisors
Illinois
$218K
SWA
600
Strategies Wealth Advisors
Michigan
$215K