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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
NWMP
726
Noble Wealth Management PBC
Colorado
$13.6K
SWP
727
Strategic Wealth Partners
Ohio
$12.3K
Bessemer Group
728
Bessemer Group
New Jersey
$12K
TCM
729
TD Capital Management
Tennessee
$11.8K
FUBT
730
First United Bank & Trust
Maryland
$10.6K
DPW
731
DiNuzzo Private Wealth
Pennsylvania
$10.3K
EA
732
Evergreen Advisors
Tennessee
$10.1K
HPIA
733
Hamilton Point Investment Advisors
North Carolina
$9.69K
GWS
734
Greykasell Wealth Strategies
California
$9.11K
MMCM
735
Murphy & Mullick Capital Management
New York
$8.69K
MSG
736
Main Street Group
Virginia
$8.02K
WAG
737
Wiser Advisor Group
Arizona
$7.94K
HCM
738
Hollencrest Capital Management
California
$7.94K
SC
739
Solstein Capital
California
$7.77K
RFS
740
Richardson Financial Services
Massachusetts
$7.46K
DAM
741
Delta Asset Management
Tennessee
$6.96K
CPL
742
Capital & Planning LLC
Georgia
$6.93K
WIM
743
Westside Investment Management
California
$6.63K
FGAM
744
Financial Gravity Asset Management
Texas
$5.85K
MFT
745
Moisand Fitzgerald Tamayo
Florida
$5.26K
WOSD
746
WFA of San Diego
California
$4.76K
FFA
747
Founders Financial Alliance
North Carolina
$4.51K
SS
748
Sunbelt Securities
Texas
$4.44K
MAS
749
MPWM Advisory Solutions
Georgia
$4.15K
FMP
750
Financial Management Professionals
Texas
$4.01K