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Schwab US Mid-Cap ETF

998 hedge funds and large institutions have $8.58B invested in Schwab US Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 358 increasing their positions, 395 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
226
Valpey Financial Services
New Hampshire
$4.16M
BWG
227
Balanced Wealth Group
Ohio
$4.16M
PWM
228
Perigon Wealth Management
California
$4.14M
SF
229
Schaeffer Financial
Maryland
$4.14M
GVAG
230
Great Valley Advisor Group
Delaware
$4.09M
VCM
231
Vivaldi Capital Management
Illinois
$4.08M
RC
232
Roundview Capital
New Jersey
$4.08M
IWM
233
IHT Wealth Management
Illinois
$4.07M
UAG
234
United Advisor Group
Ohio
$4.07M
AF
235
Apollon Financial
South Carolina
$3.94M
AWA
236
Acorn Wealth Advisors
Michigan
$3.94M
Stifel Financial
237
Stifel Financial
Missouri
$3.93M
BBWP
238
Beacon Bridge Wealth Partners
Pennsylvania
$3.91M
FPCP
239
Fort Point Capital Partners
California
$3.87M
CFG
240
Citizens Financial Group
Rhode Island
$3.86M
SLT
241
St Louis Trust
Missouri
$3.79M
WMG
242
WESCAP Management Group
California
$3.74M
RCM
243
Richardson Capital Management
Wisconsin
$3.72M
MBI
244
May Barnhard Investments
Maryland
$3.67M
LBC
245
Lowe Brockenbrough & Co
Virginia
$3.65M
MMA
246
Miracle Mile Advisors
California
$3.63M
AWM
247
Apollon Wealth Management
South Carolina
$3.61M
NIM
248
Nicollet Investment Management
Minnesota
$3.6M
IAA
249
Independent Advisor Alliance
North Carolina
$3.56M
SFA
250
Sequoia Financial Advisors
Ohio
$3.56M