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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
VWA
701
Valued Wealth Advisors
Utah
$30.4K
GSEP
702
Golden State Equity Partners
California
$28.2K
RWM
703
Rialto Wealth Management
New York
$27K
TWIM
704
TIAA Wealth Investment Management
New York
$26.4K
CCWM
705
Cassaday & Co Wealth Management
Virginia
$24.2K
BWA
706
Basecamp Wealth Advisors
Washington
$22.5K
AIM
707
Anchor Investment Management
South Carolina
$22K
ATPW
708
Ashton Thomas Private Wealth
Arizona
$21.7K
PFBT
709
Parkside Financial Bank & Trust
Missouri
$21.4K
HPC
710
HM Payson & Co
Maine
$21K
SL
711
Salomon & Ludwin
Virginia
$20.9K
MM
712
Main Management
California
$20K
AAG
713
Accordant Advisory Group
Maryland
$19.6K
TFA
714
Transamerica Financial Advisors
Florida
$19.5K
AEPWM
715
Atlantic Edge Private Wealth Management
Florida
$19.5K
TCM
716
Triumph Capital Management
Colorado
$18.7K
KA
717
Kozak & Associates
Colorado
$18.6K
GWANC
718
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.5K
OCM
719
Osbon Capital Management
Massachusetts
$18.4K
CAL
720
Capital Advisors Ltd
Ohio
$18K
SWIM
721
Smallwood Wealth Investment Management
New Jersey
$18K
PAG
722
Paladin Advisory Group
Iowa
$17.5K
RP
723
Rice Partnership
Hawaii
$17.2K
PK
724
Pflug Koory
Nebraska
$16.8K
FC
725
Financial Consulate
Maryland
$16.6K