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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
BWM
151
BCS Wealth Management
Tennessee
$7.52M
IIM
152
IFC & Insurance Marketing
California
$7.37M
RTL
153
Red Tortoise LLC
Georgia
$7.08M
IA
154
Integrity Alliance
Iowa
$7.01M
CL
155
COWA LLC
Oklahoma
$6.64M
BAWC
156
Boyce & Associates Wealth Consulting
Texas
$6.58M
FWP
157
Flatrock Wealth Partners
California
$6.57M
JAG
158
Journey Advisory Group
Kentucky
$6.46M
PJSIMP
159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.4M
EWA
160
EQ Wealth Advisors
Texas
$6.37M
AWA
161
Argos Wealth Advisors
California
$6.36M
AC
162
Avant Capital
Louisiana
$6.28M
NG
163
Novem Group
New York
$6.22M
AWM
164
AE Wealth Management
Kansas
$6.13M
BEAM
165
Baker Ellis Asset Management
Washington
$6.06M
CAG
166
Csenge Advisory Group
Florida
$5.97M
IAS
167
IMA Advisory Services
Colorado
$5.77M
KWM
168
Kingsview Wealth Management
Oregon
$5.68M
VP
169
Verum Partners
North Carolina
$5.66M
PFPG
170
Pinnacle Financial Partners (Georgia)
Georgia
$5.65M
William Blair & Company
171
William Blair & Company
Illinois
$5.51M
BW
172
Bravera Wealth
North Dakota
$5.34M
AWM
173
Aberdeen Wealth Management
Illinois
$5.34M
CFO
174
CVA Family Office
Colorado
$5.27M
EWA
175
Exencial Wealth Advisors
Oklahoma
$5.14M