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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
RBWA
201
RFG - Bristol Wealth Advisors
Massachusetts
$4.37M
CAM
202
Cidel Asset Management
Ontario, Canada
$4.32M
Lido Advisors
203
Lido Advisors
California
$4.31M
Wells Fargo
204
Wells Fargo
California
$4.26M
FFWA
205
FRG Family Wealth Advisors
Washington
$4.23M
TWP
206
Tempus Wealth Planning
California
$4.21M
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$4.18M
EH
208
Equitable Holdings
New York
$4.1M
SHFC
209
Safe Harbor Family Capital
North Carolina
$4.05M
CPA
210
Cathy Pareto & Associates
Florida
$4.03M
BlackRock
211
BlackRock
New York
$3.9M
FC
212
FCA Corp
Texas
$3.84M
CA
213
Cambridge Advisors
Nebraska
$3.66M
NCM
214
Next Capital Management
New York
$3.57M
IA
215
IFP Advisors
Florida
$3.55M
KNFPWM
216
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.54M
LPAM
217
Lodestar Private Asset Management
California
$3.48M
WWM
218
Western Wealth Management
Colorado
$3.39M
VA
219
Valmark Advisers
Ohio
$3.38M
WF
220
Warner Financial
Maryland
$3.35M
FWM
221
Foguth Wealth Management
Michigan
$3.34M
Citadel Advisors
222
Citadel Advisors
Florida
$3.33M
MWM
223
Meridian Wealth Management
Kentucky
$3.33M
CIC
224
Carnegie Investment Counsel
Ohio
$3.26M
VT
225
Vise Technologies
New York
$3.25M