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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
LC
376
LTG Capital
Massachusetts
$1.68M
SF
377
Seek First
California
$1.68M
OE
378
OFS Enterprise
Nebraska
$1.67M
KF
379
K2 Financial
California
$1.65M
BFS
380
Bradley Foster & Sargent
Connecticut
$1.64M
WIA
381
Westview Investment Advisors
Vermont
$1.62M
IWC
382
Integrated Wealth Concepts
Massachusetts
$1.61M
LIWM
383
Long Island Wealth Management
New York
$1.59M
G
384
GuidedMoney
Wisconsin
$1.59M
BL
385
BFSG LLC
California
$1.59M
CFA
386
Cahill Financial Advisors
Minnesota
$1.59M
ICMM
387
Integrated Capital Management (Michigan)
Michigan
$1.58M
FBB
388
Fulton Breakefield Broenniman
Maryland
$1.58M
SEIA
389
Signature Estate & Investment Advisors
California
$1.58M
AFG
390
Arkansas Financial Group
Arkansas
$1.58M
NFTC
391
North Forty Two & Co
Oregon
$1.56M
HI
392
Harbour Investments
Wisconsin
$1.56M
KLI
393
Kelman-Lazarov Inc
Tennessee
$1.56M
WCM
394
Winthrop Capital Management
Indiana
$1.55M
IA
395
IF Advisors
Texas
$1.55M
RM
396
RCW Management
Florida
$1.53M
AAP
397
Arax Advisory Partners
Colorado
$1.53M
JWBC
398
John W. Brooker & Co
California
$1.52M
SAM
399
S.A. Mason
Michigan
$1.52M
NA
400
NewEdge Advisors
Louisiana
$1.51M