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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
SWM
651
SHP Wealth Management
Massachusetts
$103K
RWM
652
RMG Wealth Management
Wisconsin
$102K
KCM
653
Key Capital Management
Tennessee
$94.5K
ATC
654
Adirondack Trust Company
New York
$94.3K
FC
655
Fairscale Capital
New Hampshire
$94K
HIA
656
Harbor Investment Advisory
Maryland
$93.6K
BW
657
Basepoint Wealth
Iowa
$86.5K
TFG
658
Team Financial Group
California
$83.4K
FCT
659
First Community Trust
Iowa
$83K
T
660
Tidemark
California
$81.1K
POIA
661
Pin Oak Investment Advisors
Texas
$81K
SFC
662
SYM Financial Corp
Indiana
$80.5K
AAG
663
Armstrong Advisory Group
Massachusetts
$77.2K
MB
664
MidFirst Bank
Oklahoma
$74.1K
HI
665
Hoey Investments
Pennsylvania
$73.6K
WP
666
WealthShield Partners
North Carolina
$70.9K
CH
667
CDKV Holdings
Colorado
$66.1K
SIC
668
SJS Investment Consulting
Ohio
$64.3K
UB
669
UMB Bank
Missouri
$63.7K
JFA
670
JNBA Financial Advisors
Minnesota
$63.4K
BAM
671
Bellevue Asset Management
Washington
$62.6K
PP
672
PFS Partners
New Jersey
$62.2K
CIAS
673
Capital Investment Advisory Services
North Carolina
$61.9K
NFSG
674
Newbridge Financial Services Group
Florida
$58.5K
MSWA
675
Marshall & Sterling Wealth Advisors
New York
$58.3K