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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 88 funds opening new positions, 333 increasing their positions, 199 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 88 | 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: 747774 (+27)

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
+27
Holders Change %
+3.61%
% 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
88
Increased
333
Reduced
199
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TS
776
TradeWell Securities
Indiana
-$12.7M -12,721,524 Closed
RYIA
777
Roehl & Yi Investment Advisors
Oregon
-$208K -159,248 Closed
Susquehanna International Group
778
Susquehanna International Group
Pennsylvania
-$2.39M -87,695 Closed
YIH
779
Y-Intercept (HK)
Hong Kong
-$1.28M -47,067 Closed
SFO
780
Stokes Family Office
Louisiana
-$986K -36,243 Closed
HWMO
781
Heritage Wealth Management (Ohio)
Ohio
-$941K -34,570 Closed
TIAA Trust, National Association
782
TIAA Trust, National Association
North Carolina
-$739K -27,166 Closed
IA
783
IFG Advisory
Georgia
-$647K -23,770 Closed
DACG
784
Donor Advised Charitable Giving
California
-$609K -22,370 Closed
TGAM
785
TBH Global Asset Management
Tennessee
-$687K -18,213 Closed
GAA
786
Global Assets Advisory
Florida
-$479K -17,590 Closed
SSWG
787
Seven Springs Wealth Group
Tennessee
-$375K -13,790 Closed
FFG
788
Fiduciary Financial Group
California
-$356K -13,073 Closed
WJWM
789
Williams Jones Wealth Management
New York
-$341K -12,517 Closed
BFA
790
Bragg Financial Advisors
North Carolina
-$307K -11,272 Closed
AFA
791
AA Financial Advisors
Ohio
-$275K -10,115 Closed
WA
792
Wealthstar Advisors
Texas
-$260K -9,552 Closed
DAS
793
Diversify Advisory Services
Utah
-$242K -8,574 Closed
GIA
794
Gladstone Institutional Advisory
Florida
-$223K -8,191 Closed
Fisher Asset Management
795
Fisher Asset Management
Washington
-$221K -8,121 Closed
EFG
796
Ethos Financial Group
Pennsylvania
-$210K -7,726 Closed
OCA
797
OpenArc Corporate Advisory
Georgia
-$201K -7,392 Closed
CIAS
798
CBIZ Investment Advisory Services
Ohio
-$119K -4,362 Closed
NL
799
Navalign LLC
California
-$77.1K -2,835 Closed
RG
800
RHL Group
Michigan
-$40.8K -1,500 Closed