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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
SL
701
Salomon & Ludwin
Virginia
$20.9K
MM
702
Main Management
California
$20K
AAG
703
Accordant Advisory Group
Maryland
$19.6K
TFA
704
Transamerica Financial Advisors
Florida
$19.5K
AEPWM
705
Atlantic Edge Private Wealth Management
Florida
$19.5K
TCM
706
Triumph Capital Management
Colorado
$18.7K
KA
707
Kozak & Associates
Colorado
$18.6K
GWANC
708
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.5K
OCM
709
Osbon Capital Management
Massachusetts
$18.4K
CAL
710
Capital Advisors Ltd
Ohio
$18K
SWIM
711
Smallwood Wealth Investment Management
New Jersey
$18K
PAG
712
Paladin Advisory Group
Iowa
$17.5K
RP
713
Rice Partnership
Hawaii
$17.2K
PK
714
Pflug Koory
Nebraska
$16.8K
FC
715
Financial Consulate
Maryland
$16.6K
SIS
716
Sound Income Strategies
Florida
$16.4K
FCAS
717
First Command Advisory Services
Texas
$16.4K
FFA
718
Frazier Financial Advisors
Ohio
$16.3K
MSFP
719
Mark Sheptoff Financial Planning
Connecticut
$15.6K
RF
720
Rossby Financial
Florida
$15.5K
TCWA
721
Turtle Creek Wealth Advisors
Texas
$15.5K
WSFG
722
Wall Street Financial Group
Illinois
$14.4K
GCM
723
Gunpowder Capital Management
Maryland
$14.1K
CMP
724
Coston McIsaac & Partners
Maine
$14K
CI
725
CX Institutional
Indiana
$14K