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Schwab Fundamental US Large Company Index ETF

767 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, 331 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
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
FFA
751
Founders Financial Alliance
North Carolina
$4.51K
SS
752
Sunbelt Securities
Texas
$4.44K
MAS
753
MPWM Advisory Solutions
Georgia
$4.15K
FMP
754
Financial Management Professionals
Texas
$4.01K
CCMI
755
Creative Capital Management Investments
California
$3.93K
QWM
756
Quaker Wealth Management
New Jersey
$3.26K
AW
757
Avion Wealth
Texas
$3K
PWA
758
Portus Wealth Advisors
North Carolina
$2.48K
PIP
759
Peachtree Investment Partners
Florida
$2.45K
MCA
760
McGuire Capital Advisors
Oklahoma
$2.31K
IWP
761
IAG Wealth Partners
Wisconsin
$2.17K
CFB
762
Cullen/Frost Bankers
Texas
$2.01K
CW
763
Curio Wealth
Maryland
$1.59K
PB
764
Prosperity Bancshares
Texas
$1.42K
CPBTD
765
Central Pacific Bank - Trust Division
Hawaii
$1.17K
WWMSC
766
Wagner Wealth Management (South Carolina)
South Carolina
$887
AI
767
Arvest Investments
Arkansas
$417
PWAM
768
Private Wealth Asset Management
Iowa
$362
TS
769
TradeWell Securities
Indiana
RYIA
770
Roehl & Yi Investment Advisors
Oregon
NA
771
NewEdge Advisors
Louisiana
Susquehanna International Group
772
Susquehanna International Group
Pennsylvania
YIH
773
Y-Intercept (HK)
Hong Kong
SFO
774
Stokes Family Office
Louisiana
HWMO
775
Heritage Wealth Management (Ohio)
Ohio