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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
CWM
76
Cabot Wealth Management
Massachusetts
$20.4M
MCM
77
MAI Capital Management
Ohio
$19.7M
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$19.3M
Raymond James Financial
79
Raymond James Financial
Florida
$19.2M
AA
80
Aufman Associates
Pennsylvania
$18.9M
PCM
81
Pennsylvania Capital Management
Pennsylvania
$18.8M
QCM
82
Quantinno Capital Management
New York
$18.7M
USCWA
83
U.S. Capital Wealth Advisors
Texas
$18.2M
Cerity Partners
84
Cerity Partners
New York
$18.1M
EF
85
Envision Financial
Wisconsin
$17.9M
VH
86
VVR Holdings
Washington
$17.9M
JBA
87
Johnson Bixby & Associates
Washington
$17.8M
CFA
88
Cahill Financial Advisors
Minnesota
$17.1M
TWM
89
Tradition Wealth Management
Minnesota
$17.1M
SIP
90
Sellwood Investment Partners
Oregon
$16.9M
WPIC
91
White Pine Investment Company
Michigan
$16.9M
PS
92
Principal Securities
Iowa
$16.8M
NCM
93
Northland Capital Management
Minnesota
$16.7M
SWA
94
Strata Wealth Advisors
Texas
$16.5M
GAM
95
Gotham Asset Management
New York
$16.3M
AAS
96
Asset Allocation Strategies
Michigan
$15.7M
WFL
97
Wealth Forward LLC
North Dakota
$15.7M
HWP
98
Highline Wealth Partners
California
$15.3M
MML Investors Services
99
MML Investors Services
Massachusetts
$15.2M
EWA
100
EP Wealth Advisors
California
$15M