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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
FIT
401
Financially in Tune
Massachusetts
$1.51M
DWM
402
Dakota Wealth Management
Florida
$1.5M
LSWP
403
Liberty Square Wealth Partners
Pennsylvania
$1.48M
LB
404
Legacy Bridge
Iowa
$1.48M
1WM
405
1900 Wealth Management
Texas
$1.46M
CCW
406
Coastline Complete Wealth
South Carolina
$1.43M
SCM
407
SCS Capital Management
Massachusetts
$1.43M
FGC
408
First Growth Capital
Maryland
$1.42M
KW
409
Keyvantage Wealth
Pennsylvania
$1.42M
CA
410
Capital Advantage
California
$1.41M
VAMG
411
Voisard Asset Management Group
Michigan
$1.41M
RWP
412
RWA Wealth Partners
Massachusetts
$1.41M
TWM
413
Thrive Wealth Management
Pennsylvania
$1.4M
FPAS
414
Focus Partners Advisor Solutions
Missouri
$1.39M
IFS
415
Ifrah Financial Services
Arkansas
$1.36M
PSCM
416
Per Stirling Capital Management
Texas
$1.36M
QCG
417
Quadrant Capital Group
Ohio
$1.35M
Lazard Asset Management
418
Lazard Asset Management
New York
$1.34M
AllianceBernstein
419
AllianceBernstein
Tennessee
$1.33M
LJAC
420
L.J. Altfest & Co
New York
$1.33M
AAS
421
Ameritas Advisory Services
Nebraska
$1.33M
SHJ
422
Sharkey, Howes & Javer
Colorado
$1.32M
WA
423
Whipplewood Advisors
Colorado
$1.31M
ECM
424
Evergreen Capital Management
Washington
$1.3M
CWG
425
Cornerstone Wealth Group
North Carolina
$1.29M