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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
SIM
601
Stratos Investment Management
Ohio
$214K
FRA
602
Frank Rimerman Advisors
California
$214K
TPA
603
Trivium Point Advisory
Connecticut
$213K
PAM
604
Palisade Asset Management
Minnesota
$212K
VBCG
605
Valley Brook Capital Group
Pennsylvania
$211K
HNW
606
High Note Wealth
Minnesota
$210K
FF
607
Foundry Financial
California
$209K
FFA
608
Fragasso Financial Advisors
Pennsylvania
$209K
CD
609
Chapin Davis
Maryland
$209K
WS
610
Wedbush Securities
California
$208K
CCM
611
Condor Capital Management
New Jersey
$206K
AIC
612
Archer Investment Corporation
Indiana
$205K
APG
613
Abacus Planning Group
South Carolina
$203K
EW
614
Evoke Wealth
California
$203K
JC
615
JB Capital
Connecticut
$203K
GKWIM
616
Gerber Kawasaki Wealth & Investment Management
California
$202K
FVWA
617
Foster Victor Wealth Advisors
South Carolina
$201K
CA
618
Crewe Advisors
Utah
$189K
GGI
619
Godsey & Gibb Inc
Virginia
$183K
BIAS
620
Beacon Investment Advisory Services
New Jersey
$179K
AUB
621
Atlantic Union Bankshares
Virginia
$176K
HNB
622
Huntington National Bank
Ohio
$167K
GCP
623
Gill Capital Partners
Colorado
$167K
GIA
624
GHP Investment Advisors
Colorado
$167K
CJ
625
Caitlin John
Michigan
$166K