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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
CCMI
751
Creative Capital Management Investments
California
$3.93K
QWM
752
Quaker Wealth Management
New Jersey
$3.26K
AW
753
Avion Wealth
Texas
$3K
PWA
754
Portus Wealth Advisors
North Carolina
$2.48K
PIP
755
Peachtree Investment Partners
Florida
$2.45K
MCA
756
McGuire Capital Advisors
Oklahoma
$2.31K
IWP
757
IAG Wealth Partners
Wisconsin
$2.17K
CFB
758
Cullen/Frost Bankers
Texas
$2.01K
CW
759
Curio Wealth
Maryland
$1.59K
PB
760
Prosperity Bancshares
Texas
$1.42K
CPBTD
761
Central Pacific Bank - Trust Division
Hawaii
$1.17K
WWMSC
762
Wagner Wealth Management (South Carolina)
South Carolina
$887
AI
763
Arvest Investments
Arkansas
$417
PWAM
764
Private Wealth Asset Management
Iowa
$362
TS
765
TradeWell Securities
Indiana
RYIA
766
Roehl & Yi Investment Advisors
Oregon
NA
767
NewEdge Advisors
Louisiana
Susquehanna International Group
768
Susquehanna International Group
Pennsylvania
YIH
769
Y-Intercept (HK)
Hong Kong
SFO
770
Stokes Family Office
Louisiana
HWMO
771
Heritage Wealth Management (Ohio)
Ohio
TIAA Trust, National Association
772
TIAA Trust, National Association
North Carolina
IA
773
IFG Advisory
Georgia
DACG
774
Donor Advised Charitable Giving
California
TGAM
775
TBH Global Asset Management
Tennessee