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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
SIS
726
Sound Income Strategies
Florida
$16.4K
FCAS
727
First Command Advisory Services
Texas
$16.4K
FFA
728
Frazier Financial Advisors
Ohio
$16.3K
MSFP
729
Mark Sheptoff Financial Planning
Connecticut
$15.6K
RF
730
Rossby Financial
Florida
$15.5K
TCWA
731
Turtle Creek Wealth Advisors
Texas
$15.5K
WSFG
732
Wall Street Financial Group
Illinois
$14.4K
GCM
733
Gunpowder Capital Management
Maryland
$14.1K
CMP
734
Coston McIsaac & Partners
Maine
$14K
CI
735
CX Institutional
Indiana
$14K
NWMP
736
Noble Wealth Management PBC
Colorado
$13.6K
SWP
737
Strategic Wealth Partners
Ohio
$12.3K
Bessemer Group
738
Bessemer Group
New Jersey
$12K
TCM
739
TD Capital Management
Tennessee
$11.8K
FUBT
740
First United Bank & Trust
Maryland
$10.6K
DPW
741
DiNuzzo Private Wealth
Pennsylvania
$10.3K
EA
742
Evergreen Advisors
Tennessee
$10.1K
HPIA
743
Hamilton Point Investment Advisors
North Carolina
$9.69K
GWS
744
Greykasell Wealth Strategies
California
$9.11K
MMCM
745
Murphy & Mullick Capital Management
New York
$8.69K
MSG
746
Main Street Group
Virginia
$8.02K
WAG
747
Wiser Advisor Group
Arizona
$7.94K
HCM
748
Hollencrest Capital Management
California
$7.94K
SC
749
Solstein Capital
California
$7.77K
RFS
750
Richardson Financial Services
Massachusetts
$7.46K