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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
AT
126
American Trust
Kentucky
$10.6M
PAS
127
Park Avenue Securities
New York
$10.5M
LTL
128
Lowery Thomas LLC
California
$10.5M
BVP
129
Bristlecone Value Partners
California
$10.4M
LAM
130
Lakewood Asset Management
Illinois
$10.3M
CFO
131
Collective Family Office
Pennsylvania
$10.2M
KAS
132
Kestra Advisory Services
Texas
$10M
AFA
133
Arlington Financial Advisors
California
$9.81M
OIA
134
OneDigital Investment Advisors
Kansas
$9.78M
BGAI
135
Bruce G. Allen Investments
Colorado
$9.76M
MIA
136
Milestone Investment Advisors
Wisconsin
$9.66M
AG
137
AlTi Global
New York
$9.24M
RF
138
RHS Financial
California
$9.13M
FM
139
Foster & Motley
Ohio
$8.88M
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$8.83M
GFP
141
Guardian Financial Partners
California
$8.82M
BCG
142
Breakwater Capital Group
New Jersey
$8.6M
JP Morgan Chase
143
JP Morgan Chase
New York
$8.56M
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$8.45M
GHI
145
Gross & Hartman Investments
Pennsylvania
$8.38M
QWM
146
Quadcap Wealth Management
Texas
$8.31M
DC
147
Darrow Company
Massachusetts
$8.15M
WSFS
148
Wilmington Savings Fund Society
Delaware
$7.74M
WWA
149
Wingate Wealth Advisors
Massachusetts
$7.62M
RFA
150
Rollins Financial Advisors
New York
$7.54M