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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
AF
176
Allworth Financial
California
$5.14M
PC
177
Payne Capital
Oregon
$5.05M
IC
178
IEQ Capital
California
$5.03M
SHF
179
Stage Harbor Financial
Massachusetts
$5M
CA
180
Capital Advantage
California
$5M
SC
181
Savant Capital
Illinois
$4.94M
QCM
182
QRG Capital Management
Illinois
$4.9M
WMWM
183
Wilkins Miller Wealth Management
Alabama
$4.87M
DSA
184
Droms Strauss Advisors
Missouri
$4.85M
NA
185
NewEdge Advisors
Louisiana
$4.83M
YAIA
186
Yanni & Associates Investment Advisors
Pennsylvania
$4.78M
FFN
187
Focus Financial Network
Minnesota
$4.76M
BCA
188
Bay Colony Advisors
Massachusetts
$4.71M
BWS
189
BFI Wealth Solutions
Texas
$4.67M
SWM
190
Shakespeare Wealth Management
Wisconsin
$4.66M
BFA
191
Blueprint Financial Advisors
North Carolina
$4.65M
BIP
192
Blueprint Investment Partners
North Carolina
$4.65M
ASN
193
Advisory Services Network
Georgia
$4.55M
MPW
194
Magnolia Private Wealth
Pennsylvania
$4.5M
TFS
195
Thoroughbred Financial Services
Tennessee
$4.45M
BPA
196
Beacon Pointe Advisors
California
$4.44M
SFA
197
Sequoia Financial Advisors
Ohio
$4.43M
FFO
198
Fortitude Family Office
Arizona
$4.4M
P
199
&Partners
Tennessee
$4.4M
SWMG
200
Stillwater Wealth Management Group
Florida
$4.37M