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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
WAP
301
Wealthcare Advisory Partners
Pennsylvania
$2.67M
LHEI
302
Leo H. Evart Inc
California
$2.61M
CA
303
Centerpoint Advisors
Massachusetts
$2.6M
AIM
304
Athena Investment Management
California
$2.59M
SWM
305
SeaCrest Wealth Management
New York
$2.57M
LCM
306
Leisure Capital Management
California
$2.56M
ACA
307
Aptus Capital Advisors
Alabama
$2.54M
PIA
308
Panoramic Investment Advisors
Colorado
$2.54M
MAM
309
Marquette Asset Management
Minnesota
$2.52M
WA
310
WBH Advisory
Maryland
$2.49M
UIA
311
Ulland Investment Advisors
Minnesota
$2.47M
NHC
312
Nicholas Hoffman & Company
Georgia
$2.42M
KF
313
Krilogy Financial
Missouri
$2.42M
EFS
314
Econ Financial Services
Pennsylvania
$2.4M
JWS
315
Juncture Wealth Strategies
Arizona
$2.39M
DCM
316
Dorato Capital Management
Colorado
$2.38M
ACA
317
Affinity Capital Advisors
California
$2.34M
RDWM
318
Red Door Wealth Management
Tennessee
$2.33M
MA
319
MBA Advisors
Pennsylvania
$2.32M
WFA
320
WJ Financial Advisors
Connecticut
$2.27M
SF
321
Summit Financial
New Jersey
$2.22M
MHC
322
May Hill Capital
Massachusetts
$2.18M
TBA
323
Tower Bridge Advisors
Pennsylvania
$2.17M
SP
324
SWS Partners
Ohio
$2.17M
QCM
325
Quantinno Capital Management
New York
$2.15M