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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
WF
101
Williams Financial
Vermont
$14.8M
IIC
102
Ironwood Investment Counsel
Arizona
$14.5M
Fidelity Investments
103
Fidelity Investments
Massachusetts
$14.4M
AQR Capital Management
104
AQR Capital Management
Connecticut
$13.9M
AFS
105
Access Financial Services
Minnesota
$13.8M
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$13.4M
OWM
107
Opes Wealth Management
California
$13.1M
EWP
108
Equity Wealth Partners
Missouri
$12.7M
NHC
109
Nicholas Hoffman & Company
Georgia
$12.5M
Jones Financial Companies
110
Jones Financial Companies
Missouri
$12.3M
AIM
111
Alhambra Investment Management
Florida
$12M
SFP
112
Sterling Financial Planning
New Jersey
$11.8M
TWM
113
Timmons Wealth Management
Massachusetts
$11.8M
NMCM
114
Nicholson Meyer Capital Management
Missouri
$11.7M
JESC
115
J.E. Simmons & Co
Texas
$11.6M
SL
116
Systelligence LLC
Minnesota
$11.6M
CPCP
117
Cedar Point Capital Partners
Iowa
$11.4M
PCA
118
Pallas Capital Advisors
Massachusetts
$11.4M
ACS
119
Archford Capital Strategies
Illinois
$11.3M
AIA
120
Arcadia Investment Advisors
Idaho
$11M
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$10.9M
AWA
122
ARQ Wealth Advisors
Arizona
$10.7M
LFA
123
Legend Financial Advisors
Pennsylvania
$10.7M
LIM
124
Leavell Investment Management
Alabama
$10.6M
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$10.6M