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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
RYIA
776
Roehl & Yi Investment Advisors
Oregon
Susquehanna International Group
777
Susquehanna International Group
Pennsylvania
YIH
778
Y-Intercept (HK)
Hong Kong
SFO
779
Stokes Family Office
Louisiana
HWMO
780
Heritage Wealth Management (Ohio)
Ohio
TIAA Trust, National Association
781
TIAA Trust, National Association
North Carolina
IA
782
IFG Advisory
Georgia
DACG
783
Donor Advised Charitable Giving
California
TGAM
784
TBH Global Asset Management
Tennessee
GAA
785
Global Assets Advisory
Florida
SSWG
786
Seven Springs Wealth Group
Tennessee
FFG
787
Fiduciary Financial Group
California
WJWM
788
Williams Jones Wealth Management
New York
BFA
789
Bragg Financial Advisors
North Carolina
AFA
790
AA Financial Advisors
Ohio
WA
791
Wealthstar Advisors
Texas
DAS
792
Diversify Advisory Services
Utah
GIA
793
Gladstone Institutional Advisory
Florida
Fisher Asset Management
794
Fisher Asset Management
Washington
EFG
795
Ethos Financial Group
Pennsylvania
OCA
796
OpenArc Corporate Advisory
Georgia
CIAS
797
CBIZ Investment Advisory Services
Ohio
NL
798
Navalign LLC
California
RG
799
RHL Group
Michigan
KBFS
800
Kohmann Bosshard Financial Services
Ohio