We are live on ! Find out more
SCHM icon

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
MG
301
Mather Group
Illinois
$2.68M
BFS
302
Burkett Financial Services
South Carolina
$2.68M
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$2.67M
LHEI
304
Leo H. Evart Inc
California
$2.61M
CA
305
Centerpoint Advisors
Massachusetts
$2.6M
AIM
306
Athena Investment Management
California
$2.59M
SWM
307
SeaCrest Wealth Management
New York
$2.57M
LCM
308
Leisure Capital Management
California
$2.56M
ACA
309
Aptus Capital Advisors
Alabama
$2.54M
PIA
310
Panoramic Investment Advisors
Colorado
$2.54M
MAM
311
Marquette Asset Management
Minnesota
$2.52M
WA
312
WBH Advisory
Maryland
$2.49M
UIA
313
Ulland Investment Advisors
Minnesota
$2.47M
NA
314
NewEdge Advisors
Louisiana
$2.44M
NHC
315
Nicholas Hoffman & Company
Georgia
$2.42M
KF
316
Krilogy Financial
Missouri
$2.42M
EFS
317
Econ Financial Services
Pennsylvania
$2.4M
JWS
318
Juncture Wealth Strategies
Arizona
$2.39M
DCM
319
Dorato Capital Management
Colorado
$2.38M
ACA
320
Affinity Capital Advisors
California
$2.34M
RDWM
321
Red Door Wealth Management
Tennessee
$2.33M
MA
322
MBA Advisors
Pennsylvania
$2.32M
WFA
323
WJ Financial Advisors
Connecticut
$2.27M
SF
324
Summit Financial
New Jersey
$2.22M
MHC
325
May Hill Capital
Massachusetts
$2.18M