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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
BWL
676
Bogart Wealth LLC
Virginia
$45.3K
HDIM
677
Hanson & Doremus Investment Management
Vermont
$45K
DI
678
DAGCO Inc
Ohio
$42.7K
EAM
679
Eukles Asset Management
Ohio
$41.8K
SIM
680
Synergy Investment Management
Florida
$40.6K
Citigroup
681
Citigroup
New York
$40.1K
PS
682
Pinney & Scofield
Massachusetts
$39.6K
KFI
683
Key Financial Inc
Pennsylvania
$37.5K
GWSA
684
Global Wealth Strategies & Associates
Colorado
$36.7K
SRCM
685
Signature Resources Capital Management
California
$36.7K
RMP
686
Richards, Merrill & Peterson
Washington
$35.7K
RF
687
RetireMitten Financial
Michigan
$35.6K
FCG
688
Financial Connections Group
California
$34K
BTI
689
Blue Trust Inc
Georgia
$33.6K
MFP
690
Meramec Financial Planners
Missouri
$31.8K
PTC
691
Private Trust Company
Ohio
$31.3K
VWA
692
Valued Wealth Advisors
Utah
$30.4K
GSEP
693
Golden State Equity Partners
California
$28.2K
RWM
694
Rialto Wealth Management
New York
$27K
TWIM
695
TIAA Wealth Investment Management
New York
$26.4K
CCWM
696
Cassaday & Co Wealth Management
Virginia
$24.2K
AIM
697
Anchor Investment Management
South Carolina
$22K
ATPW
698
Ashton Thomas Private Wealth
Arizona
$21.7K
PFBT
699
Parkside Financial Bank & Trust
Missouri
$21.4K
HPC
700
HM Payson & Co
Maine
$21K