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Schwab US Mid-Cap ETF

1,009 hedge funds and large institutions have $8.65B invested in Schwab US Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 362 increasing their positions, 401 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 401

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

Holders
1,009
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
SFMG
226
Sage Financial Management Group
Virginia
$4.2M
ACM
227
Arcataur Capital Management
Wisconsin
$4.17M
VFS
228
Valpey Financial Services
New Hampshire
$4.16M
BWG
229
Balanced Wealth Group
Ohio
$4.16M
PWM
230
Perigon Wealth Management
California
$4.14M
SF
231
Schaeffer Financial
Maryland
$4.14M
GVAG
232
Great Valley Advisor Group
Delaware
$4.09M
VCM
233
Vivaldi Capital Management
Illinois
$4.08M
RC
234
Roundview Capital
New Jersey
$4.08M
IWM
235
IHT Wealth Management
Illinois
$4.07M
UAG
236
United Advisor Group
Ohio
$4.07M
AF
237
Apollon Financial
South Carolina
$3.94M
AWA
238
Acorn Wealth Advisors
Michigan
$3.94M
Stifel Financial
239
Stifel Financial
Missouri
$3.93M
BBWP
240
Beacon Bridge Wealth Partners
Pennsylvania
$3.91M
FPCP
241
Fort Point Capital Partners
California
$3.87M
CFG
242
Citizens Financial Group
Rhode Island
$3.86M
SLT
243
St Louis Trust
Missouri
$3.79M
WMG
244
WESCAP Management Group
California
$3.74M
RCM
245
Richardson Capital Management
Wisconsin
$3.72M
MBI
246
May Barnhard Investments
Maryland
$3.67M
LBC
247
Lowe Brockenbrough & Co
Virginia
$3.65M
MMA
248
Miracle Mile Advisors
California
$3.63M
AWM
249
Apollon Wealth Management
South Carolina
$3.61M
NIM
250
Nicollet Investment Management
Minnesota
$3.6M