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
OWA
351
Opal Wealth Advisors
New York
$1.87M
BFA
352
Beaumont Financial Advisors
Massachusetts
$1.85M
CCWA
353
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.85M
MMHP
354
Murphy Middleton Hinkle & Parker
Georgia
$1.85M
VCM
355
Vision Capital Management
Oregon
$1.84M
AFA
356
Amicus Financial Advisors
Texas
$1.84M
SMC
357
Smith, Moore & Co
Missouri
$1.83M
WF
358
Warner Financial
Maryland
$1.82M
CA
359
Cambridge Advisors
Nebraska
$1.82M
KHC
360
Koesten Hirschmann & Crabtree
Kansas
$1.81M
NRI
361
NFP Retirement Inc
California
$1.81M
NIA
362
NBZ Investment Advisors
Tennessee
$1.81M
MWA
363
Medallion Wealth Advisors
Connecticut
$1.8M
SFG
364
Sunburst Financial Group
Alabama
$1.78M
VWA
365
VSM Wealth Advisory
Maryland
$1.78M
FA
366
Fagan Associates
New York
$1.78M
PA
367
PFG Advisors
Arizona
$1.77M
CFO
368
Collective Family Office
Pennsylvania
$1.76M
BWM
369
BCS Wealth Management
Tennessee
$1.76M
EFG
370
Embree Financial Group
Illinois
$1.75M
JWA
371
JFS Wealth Advisors
Pennsylvania
$1.75M
ES
372
ETF Store
Kansas
$1.74M
QWM
373
Quadcap Wealth Management
Texas
$1.73M
IC
374
IEQ Capital
California
$1.72M
CFO
375
CVA Family Office
Colorado
$1.69M