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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
TIAA Trust, National Association
776
TIAA Trust, National Association
North Carolina
IA
777
IFG Advisory
Georgia
DACG
778
Donor Advised Charitable Giving
California
TGAM
779
TBH Global Asset Management
Tennessee
GAA
780
Global Assets Advisory
Florida
SSWG
781
Seven Springs Wealth Group
Tennessee
FFG
782
Fiduciary Financial Group
California
WJWM
783
Williams Jones Wealth Management
New York
BFA
784
Bragg Financial Advisors
North Carolina
AFA
785
AA Financial Advisors
Ohio
WA
786
Wealthstar Advisors
Texas
DAS
787
Diversify Advisory Services
Utah
GIA
788
Gladstone Institutional Advisory
Florida
Fisher Asset Management
789
Fisher Asset Management
Washington
EFG
790
Ethos Financial Group
Pennsylvania
OCA
791
OpenArc Corporate Advisory
Georgia
CIAS
792
CBIZ Investment Advisory Services
Ohio
NL
793
Navalign LLC
California
RG
794
RHL Group
Michigan
KBFS
795
Kohmann Bosshard Financial Services
Ohio
FIM
796
FWL Investment Management
Texas
CIA
797
Cape Investment Advisory
Georgia
WWM
798
Woodside Wealth Management
Massachusetts
RMC
799
Resources Management Corp
Connecticut
HA
800
Heartland Advisors
Wisconsin