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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
SPP
426
Single Point Partners
Massachusetts
$1.28M
WA
427
WP Advisors
California
$1.28M
NGA
428
Naples Global Advisors
Florida
$1.27M
ATI
429
ARK & TLK Investments
Oklahoma
$1.27M
CFG
430
Cassilly Financial Group
Maryland
$1.27M
BFG
431
Bouchey Financial Group
New York
$1.27M
GIA
432
GHP Investment Advisors
Colorado
$1.26M
HNB
433
Huntington National Bank
Ohio
$1.26M
CIR
434
Clear Investment Research
Georgia
$1.24M
WMWM
435
Wilkins Miller Wealth Management
Alabama
$1.23M
FIA
436
Foundations Investment Advisors
Arizona
$1.23M
PFM
437
Phillips Financial Management
Indiana
$1.22M
William Blair & Company
438
William Blair & Company
Illinois
$1.22M
SAM
439
Sawgrass Asset Management
Florida
$1.21M
FPF
440
First Pacific Financial
Washington
$1.21M
HIC
441
Holderness Investments Company
North Carolina
$1.18M
SFGP
442
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.18M
IAN
443
Integrated Advisors Network
Texas
$1.18M
SIMC
444
Squire Investment Management Company
Utah
$1.17M
FI
445
FIDELIS iM
Oregon
$1.16M
WCM
446
Wisconsin Capital Management
Wisconsin
$1.16M
SWM
447
Sculati Wealth Management
Michigan
$1.16M
OIM
448
Orca Investment Management
Oregon
$1.15M
RWB
449
RMR Wealth Builders
New Jersey
$1.15M
GWWM
450
Great Waters Wealth Management
Minnesota
$1.13M