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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
DAM
751
Delta Asset Management
Tennessee
$6.96K
CPL
752
Capital & Planning LLC
Georgia
$6.93K
WIM
753
Westside Investment Management
California
$6.63K
FGAM
754
Financial Gravity Asset Management
Texas
$5.85K
MFT
755
Moisand Fitzgerald Tamayo
Florida
$5.26K
WOSD
756
WFA of San Diego
California
$4.76K
FFA
757
Founders Financial Alliance
North Carolina
$4.51K
SS
758
Sunbelt Securities
Texas
$4.44K
MAS
759
MPWM Advisory Solutions
Georgia
$4.15K
FMP
760
Financial Management Professionals
Texas
$4.01K
CCMI
761
Creative Capital Management Investments
California
$3.93K
QWM
762
Quaker Wealth Management
New Jersey
$3.26K
AW
763
Avion Wealth
Texas
$3K
PWA
764
Portus Wealth Advisors
North Carolina
$2.48K
PIP
765
Peachtree Investment Partners
Florida
$2.45K
MCA
766
McGuire Capital Advisors
Oklahoma
$2.31K
IWP
767
IAG Wealth Partners
Wisconsin
$2.17K
CFB
768
Cullen/Frost Bankers
Texas
$2.01K
CW
769
Curio Wealth
Maryland
$1.59K
PB
770
Prosperity Bancshares
Texas
$1.42K
CPBTD
771
Central Pacific Bank - Trust Division
Hawaii
$1.17K
WWMSC
772
Wagner Wealth Management (South Carolina)
South Carolina
$887
AI
773
Arvest Investments
Arkansas
$417
PWAM
774
Private Wealth Asset Management
Iowa
$362
TS
775
TradeWell Securities
Indiana