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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
AAP
401
Arax Advisory Partners
Colorado
$1.53M
JWBC
402
John W. Brooker & Co
California
$1.52M
SAM
403
S.A. Mason
Michigan
$1.52M
FIT
404
Financially in Tune
Massachusetts
$1.51M
DWM
405
Dakota Wealth Management
Florida
$1.5M
LSWP
406
Liberty Square Wealth Partners
Pennsylvania
$1.48M
LB
407
Legacy Bridge
Iowa
$1.48M
1WM
408
1900 Wealth Management
Texas
$1.46M
CCW
409
Coastline Complete Wealth
South Carolina
$1.43M
SCM
410
SCS Capital Management
Massachusetts
$1.43M
FGC
411
First Growth Capital
Maryland
$1.42M
KW
412
Keyvantage Wealth
Pennsylvania
$1.42M
CA
413
Capital Advantage
California
$1.41M
VAMG
414
Voisard Asset Management Group
Michigan
$1.41M
RWP
415
RWA Wealth Partners
Massachusetts
$1.41M
TWM
416
Thrive Wealth Management
Pennsylvania
$1.4M
FPAS
417
Focus Partners Advisor Solutions
Missouri
$1.39M
IFS
418
Ifrah Financial Services
Arkansas
$1.36M
PSCM
419
Per Stirling Capital Management
Texas
$1.36M
QCG
420
Quadrant Capital Group
Ohio
$1.35M
Lazard Asset Management
421
Lazard Asset Management
New York
$1.34M
AllianceBernstein
422
AllianceBernstein
Tennessee
$1.33M
LJAC
423
L.J. Altfest & Co
New York
$1.33M
AAS
424
Ameritas Advisory Services
Nebraska
$1.33M
SHJ
425
Sharkey, Howes & Javer
Colorado
$1.32M