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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
ES
51
Eagle Strategies
New York
$29.2M
PS
52
Planned Solutions
California
$29.1M
RCM
53
Richardson Capital Management
Wisconsin
$28M
Corient Private Wealth
54
Corient Private Wealth
Florida
$27.9M
BM
55
Berman McAleer
Maryland
$27.5M
FSG
56
Financial Strategies Group
Michigan
$27.4M
SFS
57
Solitude Financial Services
Virginia
$27.1M
AWM
58
Allen Wealth Management
North Carolina
$26.8M
MWP
59
Moller Wealth Partners
$26.8M
NRI
60
NFP Retirement Inc
California
$26.6M
BCWM
61
Bartlett & Co Wealth Management
Ohio
$26.1M
HTC
62
Haverford Trust Company
Pennsylvania
$25.1M
TCM
63
TruNorth Capital Management
Michigan
$24.8M
CAC
64
Certified Advisory Corp
Florida
$24.6M
PPW
65
Pasadena Private Wealth
California
$24.3M
CPC
66
Consolidated Planning Corp
Georgia
$23.3M
BWP
67
BlueStem Wealth Partners
Minnesota
$22.8M
Kovitz Investment Group Partners
68
Kovitz Investment Group Partners
Illinois
$22.7M
FCM
69
Firestone Capital Management
Florida
$21.6M
OFG
70
Oxford Financial Group
Indiana
$21.4M
YAL
71
Your Advocates Ltd
Texas
$21.4M
MFG
72
Merit Financial Group
Georgia
$20.9M
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$20.7M
EWP
74
Elevation Wealth Partners
California
$20.6M
WTA
75
Washington Trust Advisors
Massachusetts
$20.6M