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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
BF
276
Blankinship & Foster
California
$3.12M
PSIWM
277
Paradigm Strategies in Wealth Management
Minnesota
$3.1M
Betterment LLC
278
Betterment LLC
New York
$3.1M
WP
279
WealthShield Partners
North Carolina
$3.1M
PF
280
PlanWiser Financial
Colorado
$3.06M
ZF
281
Zhang Financial
Michigan
$3.06M
EF
282
Envision Financial
Wisconsin
$3.03M
LF
283
LifeSteps Financial
California
$3.01M
CCM
284
Coldstream Capital Management
Washington
$3M
RWP
285
Revolve Wealth Partners
New Jersey
$3M
EH
286
Equitable Holdings
New York
$2.99M
BCM
287
Boltwood Capital Management
California
$2.95M
BCWM
288
Bartlett & Co Wealth Management
Ohio
$2.91M
PIAS
289
PCA Investment Advisory Services
Ohio
$2.86M
ASN
290
Advisory Services Network
Georgia
$2.85M
EWA
291
EP Wealth Advisors
California
$2.84M
Franklin Resources
292
Franklin Resources
California
$2.83M
JE
293
Jacobs Equity
Utah
$2.83M
VT
294
Vise Technologies
New York
$2.8M
RWA
295
River Wealth Advisors
Pennsylvania
$2.8M
VAF
296
Values Added Financial
District of Columbia
$2.78M
TNA
297
True North Advisors
Texas
$2.72M
TWM
298
Tradition Wealth Management
Minnesota
$2.69M
CH
299
CDKV Holdings
Colorado
$2.69M
SPA
300
Sentinel Pension Advisors
Massachusetts
$2.69M