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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
DF
676
Dunhill Financial
United Kingdom
$57.1K
MJRIC
677
Mogy Joel R Investment Counsel
California
$54.8K
SA
678
Scarborough Advisors
Maryland
$53.7K
TFGT
679
TS Financial Group (TSFG)
Illinois
$53K
PWMG
680
Private Wealth Management Group
New Jersey
$52.6K
PB
681
Pinnacle Bancorp
Nebraska
$52K
GK
682
Graney & King
New York
$50.8K
SGK
683
Steigerwald Gordon & Koch
Virginia
$50.6K
HFS
684
Hantz Financial Services
Michigan
$48K
BWL
685
Bogart Wealth LLC
Virginia
$45.3K
HDIM
686
Hanson & Doremus Investment Management
Vermont
$45K
DI
687
DAGCO Inc
Ohio
$42.7K
EAM
688
Eukles Asset Management
Ohio
$41.8K
SIM
689
Synergy Investment Management
Florida
$40.6K
Citigroup
690
Citigroup
New York
$40.1K
PS
691
Pinney & Scofield
Massachusetts
$39.6K
KFI
692
Key Financial Inc
Pennsylvania
$37.5K
GWSA
693
Global Wealth Strategies & Associates
Colorado
$36.7K
SRCM
694
Signature Resources Capital Management
California
$36.7K
RMP
695
Richards, Merrill & Peterson
Washington
$35.7K
RF
696
RetireMitten Financial
Michigan
$35.6K
FCG
697
Financial Connections Group
California
$34K
BTI
698
Blue Trust Inc
Georgia
$33.6K
MFP
699
Meramec Financial Planners
Missouri
$31.8K
PTC
700
Private Trust Company
Ohio
$31.3K