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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
LW
251
Livet Wealth
Utah
$3.56M
PA
252
Pinnacle Associates
New York
$3.54M
VA
253
Valmark Advisers
Ohio
$3.54M
NP
254
NorthRock Partners
Minnesota
$3.47M
UCFA
255
United Capital Financial Advisors
Texas
$3.46M
ACA
256
Atlas Capital Advisors
Wyoming
$3.42M
MMCM
257
Murphy & Mullick Capital Management
New York
$3.41M
US Bancorp
258
US Bancorp
Minnesota
$3.39M
SAI
259
Savvy Advisors Inc
New York
$3.38M
PWMAG
260
Pinnacle Wealth Management Advisory Group
New Jersey
$3.36M
PWM
261
Prentice Wealth Management
New York
$3.36M
EFG
262
Everhart Financial Group
Ohio
$3.36M
ML
263
McAdam LLC
Pennsylvania
$3.33M
HA
264
HC Advisors
Georgia
$3.29M
EW
265
Element Wealth
Mississippi
$3.29M
PFT
266
Providence First Trust
Arizona
$3.28M
MFP
267
Meramec Financial Planners
Missouri
$3.18M
CFGSD
268
Compass Financial Group (South Dakota)
South Dakota
$3.17M
TWG
269
The Wealth Group
Minnesota
$3.16M
WW
270
Waterfront Wealth
Kansas
$3.16M
WFAG
271
Wescott Financial Advisory Group
Pennsylvania
$3.15M
TPCW
272
TD Private Client Wealth
New York
$3.14M
OFG
273
Orcam Financial Group
California
$3.13M
BF
274
Blankinship & Foster
California
$3.12M
PSIWM
275
Paradigm Strategies in Wealth Management
Minnesota
$3.1M