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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
WA
426
Whipplewood Advisors
Colorado
$1.31M
ECM
427
Evergreen Capital Management
Washington
$1.3M
SIA
428
Serenity Investment Advisors
Illinois
$1.29M
CWG
429
Cornerstone Wealth Group
North Carolina
$1.29M
SPP
430
Single Point Partners
Massachusetts
$1.28M
WA
431
WP Advisors
California
$1.28M
NGA
432
Naples Global Advisors
Florida
$1.27M
ATI
433
ARK & TLK Investments
Oklahoma
$1.27M
CFG
434
Cassilly Financial Group
Maryland
$1.27M
BFG
435
Bouchey Financial Group
New York
$1.27M
GIA
436
GHP Investment Advisors
Colorado
$1.26M
HNB
437
Huntington National Bank
Ohio
$1.26M
CIR
438
Clear Investment Research
Georgia
$1.24M
WMWM
439
Wilkins Miller Wealth Management
Alabama
$1.23M
FIA
440
Foundations Investment Advisors
Arizona
$1.23M
PFM
441
Phillips Financial Management
Indiana
$1.22M
William Blair & Company
442
William Blair & Company
Illinois
$1.22M
SAM
443
Sawgrass Asset Management
Florida
$1.21M
FPF
444
First Pacific Financial
Washington
$1.21M
HIC
445
Holderness Investments Company
North Carolina
$1.18M
SFGP
446
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.18M
IAN
447
Integrated Advisors Network
Texas
$1.18M
SIMC
448
Squire Investment Management Company
Utah
$1.17M
FI
449
FIDELIS iM
Oregon
$1.16M
WCM
450
Wisconsin Capital Management
Wisconsin
$1.16M