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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
GWM
626
Geneos Wealth Management
Colorado
$162K
FRA
627
Front Row Advisors
California
$162K
CF
628
Centaurus Financial
California
$154K
SWM
629
Spire Wealth Management
Virginia
$151K
BIM
630
Breakwater Investment Management
Washington
$150K
BCMIO
631
Beacon Capital Management Inc (Ohio)
Ohio
$148K
ME
632
McIlrath & Eck
Washington
$145K
FW
633
Fairway Wealth
Ohio
$137K
BFPW
634
BOK Financial Private Wealth
Colorado
$135K
CA
635
Clearstead Advisors
Ohio
$132K
SAM
636
Smartleaf Asset Management
Massachusetts
$128K
AWM
637
Activest Wealth Management
Florida
$117K
TLA
638
Tanglewood Legacy Advisors
Texas
$116K
RIL
639
Rothschild Investment LLC
Illinois
$111K
IF
640
Integrity Financial
Wyoming
$111K
AT
641
Arlington Trust
Alabama
$108K
SWM
642
SHP Wealth Management
Massachusetts
$103K
RWM
643
RMG Wealth Management
Wisconsin
$102K
KCM
644
Key Capital Management
Tennessee
$94.5K
ATC
645
Adirondack Trust Company
New York
$94.3K
FC
646
Fairscale Capital
New Hampshire
$94K
HIA
647
Harbor Investment Advisory
Maryland
$93.6K
BW
648
Basepoint Wealth
Iowa
$86.5K
TFG
649
Team Financial Group
California
$83.4K
FCT
650
First Community Trust
Iowa
$83K