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