SCHM icon

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
CRFG
326
Columbia River Financial Group
Washington
$2.15M
SSWM
327
Sheets Smith Wealth Management
North Carolina
$2.14M
AAIM
328
Asset Advisors Investment Management
Georgia
$2.14M
AGC
329
Aspen Grove Capital
Colorado
$2.13M
JPLA
330
Joseph P. Lucia & Associates
New York
$2.13M
CAG
331
Csenge Advisory Group
Florida
$2.12M
B
332
Bensler
Washington
$2.12M
CCM
333
Colorado Capital Management
Colorado
$2.09M
CSF
334
Capital Squared Financial
Maryland
$2.09M
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$2.08M
AFG
336
Atomi Financial Group
New York
$2.08M
SCA
337
STALEY CAPITAL ADVISERS
Pennsylvania
$2.08M
CFS
338
CRA Financial Services
New Jersey
$2.06M
CFGA
339
Cambridge Financial Group (Arizona)
Arizona
$2.06M
MPCA
340
Madison Park Capital Advisors
Washington
$2.01M
IF
341
Ironwood Financial
Arizona
$2.01M
VVP
342
Venture Visionary Partners
Ohio
$2.01M
PNC Financial Services Group
343
PNC Financial Services Group
Pennsylvania
$2.01M
MA
344
MCF Advisors
Kentucky
$1.98M
FA
345
FF Advisors
California
$1.98M
KIA
346
KCM Investment Advisors
California
$1.96M
AFO
347
Arrowroot Family Office
California
$1.96M
APW
348
Alliance Private Wealth
Massachusetts
$1.91M
CB
349
Commerce Bank
Missouri
$1.91M
VFA
350
Valeo Financial Advisors
Indiana
$1.88M