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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
Betterment LLC
276
Betterment LLC
New York
$3.1M
WP
277
WealthShield Partners
North Carolina
$3.1M
PF
278
PlanWiser Financial
Colorado
$3.06M
ZF
279
Zhang Financial
Michigan
$3.06M
EF
280
Envision Financial
Wisconsin
$3.03M
LF
281
LifeSteps Financial
California
$3.01M
CCM
282
Coldstream Capital Management
Washington
$3M
RWP
283
Revolve Wealth Partners
New Jersey
$3M
EH
284
Equitable Holdings
New York
$2.99M
BCM
285
Boltwood Capital Management
California
$2.95M
BCWM
286
Bartlett & Co Wealth Management
Ohio
$2.91M
PIAS
287
PCA Investment Advisory Services
Ohio
$2.86M
ASN
288
Advisory Services Network
Georgia
$2.85M
EWA
289
EP Wealth Advisors
California
$2.84M
Franklin Resources
290
Franklin Resources
California
$2.83M
JE
291
Jacobs Equity
Utah
$2.83M
VT
292
Vise Technologies
New York
$2.8M
RWA
293
River Wealth Advisors
Pennsylvania
$2.8M
VAF
294
Values Added Financial
District of Columbia
$2.78M
TNA
295
True North Advisors
Texas
$2.72M
TWM
296
Tradition Wealth Management
Minnesota
$2.69M
CH
297
CDKV Holdings
Colorado
$2.69M
SPA
298
Sentinel Pension Advisors
Massachusetts
$2.69M
MG
299
Mather Group
Illinois
$2.68M
BFS
300
Burkett Financial Services
South Carolina
$2.68M