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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
EWA
601
Elevate Wealth Advisory
Georgia
$221K
NG
602
Norden Group
Utah
$221K
SF
603
Summit Financial
New Jersey
$220K
LWM
604
Lyell Wealth Management
California
$220K
HNWAG
605
High Net Worth Advisory Group
Florida
$218K
CKAIS
606
Christensen King & Associates Investment Services
Washington
$218K
OWA
607
Oak Wealth Advisors
Illinois
$218K
SWA
608
Strategies Wealth Advisors
Michigan
$215K
SIM
609
Stratos Investment Management
Ohio
$214K
FRA
610
Frank Rimerman Advisors
California
$214K
TPA
611
Trivium Point Advisory
Connecticut
$213K
PAM
612
Palisade Asset Management
Minnesota
$212K
VBCG
613
Valley Brook Capital Group
Pennsylvania
$211K
HNW
614
High Note Wealth
Minnesota
$210K
FF
615
Foundry Financial
California
$209K
FFA
616
Fragasso Financial Advisors
Pennsylvania
$209K
CD
617
Chapin Davis
Maryland
$209K
WS
618
Wedbush Securities
California
$208K
CCM
619
Condor Capital Management
New Jersey
$206K
AIC
620
Archer Investment Corporation
Indiana
$205K
APG
621
Abacus Planning Group
South Carolina
$203K
EW
622
Evoke Wealth
California
$203K
JC
623
JB Capital
Connecticut
$203K
GKWIM
624
Gerber Kawasaki Wealth & Investment Management
California
$202K
FVWA
625
Foster Victor Wealth Advisors
South Carolina
$201K