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Schwab Fundamental US Large Company Index ETF

774 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, 333 increasing their positions, 199 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

67% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 199

6% more capital invested

Capital invested by funds: $17.9B → $19B (+$1.09B)

4% more funds holding

Funds holding: 746774 (+28)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2.57% less ownership

Funds ownership: 82.71%80.14% (-2.6%)

Holders
774
Holders Change
+28
Holders Change %
+3.75%
% of All Funds
9.53%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.07%
New
89
Increased
333
Reduced
199
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
751
Delta Asset Management
Tennessee
$6.96K
CPL
752
Capital & Planning LLC
Georgia
$6.93K +$7.06K +249 New
WIM
753
Westside Investment Management
California
$6.63K
FGAM
754
Financial Gravity Asset Management
Texas
$5.85K -$7.93K -280 -57%
MFT
755
Moisand Fitzgerald Tamayo
Florida
$5.26K
WOSD
756
WFA of San Diego
California
$4.76K
RF
757
Robinswood Financial
Washington
$4.6K +$4.68K +165 New
FFA
758
Founders Financial Alliance
North Carolina
$4.51K
SS
759
Sunbelt Securities
Texas
$4.44K -$11.4K -404 -72%
MAS
760
MPWM Advisory Solutions
Georgia
$4.15K +$4.22K +149 New
FMP
761
Financial Management Professionals
Texas
$4.01K
CCMI
762
Creative Capital Management Investments
California
$3.93K +$4K +141 New
QWM
763
Quaker Wealth Management
New Jersey
$3.26K
AW
764
Avion Wealth
Texas
$3K
PWA
765
Portus Wealth Advisors
North Carolina
$2.48K +$2.52K +89 New
PIP
766
Peachtree Investment Partners
Florida
$2.45K
MCA
767
McGuire Capital Advisors
Oklahoma
$2.31K
IWP
768
IAG Wealth Partners
Wisconsin
$2.17K
CFB
769
Cullen/Frost Bankers
Texas
$2.01K +$2.04K +72 New
CW
770
Curio Wealth
Maryland
$1.59K
PB
771
Prosperity Bancshares
Texas
$1.42K
CPBTD
772
Central Pacific Bank - Trust Division
Hawaii
$1.17K
WWMSC
773
Wagner Wealth Management (South Carolina)
South Carolina
$887
AI
774
Arvest Investments
Arkansas
$417
PWAM
775
Private Wealth Asset Management
Iowa
$362 +$368 +13 New