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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
APW
351
Alliance Private Wealth
Massachusetts
$1.91M
CB
352
Commerce Bank
Missouri
$1.91M
PVI
353
Pine Valley Investments
New Jersey
$1.89M
VFA
354
Valeo Financial Advisors
Indiana
$1.88M
OWA
355
Opal Wealth Advisors
New York
$1.87M
BFA
356
Beaumont Financial Advisors
Massachusetts
$1.85M
CCWA
357
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.85M
MMHP
358
Murphy Middleton Hinkle & Parker
Georgia
$1.85M
VCM
359
Vision Capital Management
Oregon
$1.84M
AFA
360
Amicus Financial Advisors
Texas
$1.84M
SMC
361
Smith, Moore & Co
Missouri
$1.83M
WF
362
Warner Financial
Maryland
$1.82M
CA
363
Cambridge Advisors
Nebraska
$1.82M
KHC
364
Koesten Hirschmann & Crabtree
Kansas
$1.81M
NRI
365
NFP Retirement Inc
California
$1.81M
NIA
366
NBZ Investment Advisors
Tennessee
$1.81M
MWA
367
Medallion Wealth Advisors
Connecticut
$1.8M
SFG
368
Sunburst Financial Group
Alabama
$1.78M
VWA
369
VSM Wealth Advisory
Maryland
$1.78M
FA
370
Fagan Associates
New York
$1.78M
PA
371
PFG Advisors
Arizona
$1.77M
CFO
372
Collective Family Office
Pennsylvania
$1.76M
BWM
373
BCS Wealth Management
Tennessee
$1.76M
EFG
374
Embree Financial Group
Illinois
$1.75M
JWA
375
JFS Wealth Advisors
Pennsylvania
$1.75M