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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
TBA
326
Tower Bridge Advisors
Pennsylvania
$2.17M
SP
327
SWS Partners
Ohio
$2.17M
QCM
328
Quantinno Capital Management
New York
$2.15M
CRFG
329
Columbia River Financial Group
Washington
$2.15M
SSWM
330
Sheets Smith Wealth Management
North Carolina
$2.14M
AAIM
331
Asset Advisors Investment Management
Georgia
$2.14M
AGC
332
Aspen Grove Capital
Colorado
$2.13M
JPLA
333
Joseph P. Lucia & Associates
New York
$2.13M
CAG
334
Csenge Advisory Group
Florida
$2.12M
B
335
Bensler
Washington
$2.12M
CCM
336
Colorado Capital Management
Colorado
$2.09M
CSF
337
Capital Squared Financial
Maryland
$2.09M
Janney Montgomery Scott
338
Janney Montgomery Scott
Pennsylvania
$2.08M
AFG
339
Atomi Financial Group
New York
$2.08M
SCA
340
STALEY CAPITAL ADVISERS
Pennsylvania
$2.08M
CFS
341
CRA Financial Services
New Jersey
$2.06M
CFGA
342
Cambridge Financial Group (Arizona)
Arizona
$2.06M
MPCA
343
Madison Park Capital Advisors
Washington
$2.01M
IF
344
Ironwood Financial
Arizona
$2.01M
VVP
345
Venture Visionary Partners
Ohio
$2.01M
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$2.01M
MA
347
MCF Advisors
Kentucky
$1.98M
FA
348
FF Advisors
California
$1.98M
KIA
349
KCM Investment Advisors
California
$1.96M
AFO
350
Arrowroot Family Office
California
$1.96M