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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
ES
376
ETF Store
Kansas
$1.74M
QWM
377
Quadcap Wealth Management
Texas
$1.73M
IC
378
IEQ Capital
California
$1.72M
CFO
379
CVA Family Office
Colorado
$1.69M
LC
380
LTG Capital
Massachusetts
$1.68M
SF
381
Seek First
California
$1.68M
OE
382
OFS Enterprise
Nebraska
$1.67M
KF
383
K2 Financial
California
$1.65M
BFS
384
Bradley Foster & Sargent
Connecticut
$1.64M
WIA
385
Westview Investment Advisors
Vermont
$1.62M
IWC
386
Integrated Wealth Concepts
Massachusetts
$1.61M
LIWM
387
Long Island Wealth Management
New York
$1.59M
G
388
GuidedMoney
Wisconsin
$1.59M
BL
389
BFSG LLC
California
$1.59M
CFA
390
Cahill Financial Advisors
Minnesota
$1.59M
ICMM
391
Integrated Capital Management (Michigan)
Michigan
$1.58M
FBB
392
Fulton Breakefield Broenniman
Maryland
$1.58M
SEIA
393
Signature Estate & Investment Advisors
California
$1.58M
AFG
394
Arkansas Financial Group
Arkansas
$1.58M
NFTC
395
North Forty Two & Co
Oregon
$1.56M
HI
396
Harbour Investments
Wisconsin
$1.56M
KLI
397
Kelman-Lazarov Inc
Tennessee
$1.56M
WCM
398
Winthrop Capital Management
Indiana
$1.55M
IA
399
IF Advisors
Texas
$1.55M
RM
400
RCW Management
Florida
$1.53M