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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
IAA
251
Independent Advisor Alliance
North Carolina
$3.56M
SFA
252
Sequoia Financial Advisors
Ohio
$3.56M
LW
253
Livet Wealth
Utah
$3.56M
PA
254
Pinnacle Associates
New York
$3.54M
VA
255
Valmark Advisers
Ohio
$3.54M
NP
256
NorthRock Partners
Minnesota
$3.47M
UCFA
257
United Capital Financial Advisors
Texas
$3.46M
ACA
258
Atlas Capital Advisors
Wyoming
$3.42M
MMCM
259
Murphy & Mullick Capital Management
New York
$3.41M
US Bancorp
260
US Bancorp
Minnesota
$3.39M
SAI
261
Savvy Advisors Inc
New York
$3.38M
PWMAG
262
Pinnacle Wealth Management Advisory Group
New Jersey
$3.36M
PWM
263
Prentice Wealth Management
New York
$3.36M
EFG
264
Everhart Financial Group
Ohio
$3.36M
ML
265
McAdam LLC
Pennsylvania
$3.33M
HA
266
HC Advisors
Georgia
$3.29M
EW
267
Element Wealth
Mississippi
$3.29M
PFT
268
Providence First Trust
Arizona
$3.28M
MFP
269
Meramec Financial Planners
Missouri
$3.18M
CFGSD
270
Compass Financial Group (South Dakota)
South Dakota
$3.17M
TWG
271
The Wealth Group
Minnesota
$3.16M
WW
272
Waterfront Wealth
Kansas
$3.16M
WFAG
273
Wescott Financial Advisory Group
Pennsylvania
$3.15M
TPCW
274
TD Private Client Wealth
New York
$3.14M
OFG
275
Orcam Financial Group
California
$3.13M