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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
CAM
201
Cidel Asset Management
Ontario, Canada
$4.32M
Lido Advisors
202
Lido Advisors
California
$4.31M
Wells Fargo
203
Wells Fargo
California
$4.26M
FFWA
204
FRG Family Wealth Advisors
Washington
$4.23M
TWP
205
Tempus Wealth Planning
California
$4.21M
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$4.18M
EH
207
Equitable Holdings
New York
$4.1M
SHFC
208
Safe Harbor Family Capital
North Carolina
$4.05M
CPA
209
Cathy Pareto & Associates
Florida
$4.03M
BlackRock
210
BlackRock
New York
$3.9M
FC
211
FCA Corp
Texas
$3.84M
CA
212
Cambridge Advisors
Nebraska
$3.66M
NCM
213
Next Capital Management
New York
$3.57M
IA
214
IFP Advisors
Florida
$3.55M
KNFPWM
215
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.54M
LPAM
216
Lodestar Private Asset Management
California
$3.48M
WWM
217
Western Wealth Management
Colorado
$3.39M
VA
218
Valmark Advisers
Ohio
$3.38M
WF
219
Warner Financial
Maryland
$3.35M
Citadel Advisors
220
Citadel Advisors
Florida
$3.33M
MWM
221
Meridian Wealth Management
Kentucky
$3.33M
CIC
222
Carnegie Investment Counsel
Ohio
$3.26M
VT
223
Vise Technologies
New York
$3.25M
PG
224
Prostatis Group
Maryland
$3.15M
FFA
225
Farther Finance Advisors
California
$3.1M