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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
VPIM
451
Vanguard Personalized Indexing Management
California
$1.13M
SC
452
Shearwater Capital
Colorado
$1.12M
JC
453
JM2 Capital
Oklahoma
$1.12M
Pathstone Holdings
454
Pathstone Holdings
New Jersey
$1.11M
CWM
455
Cornerstone Wealth Management
Missouri
$1.11M
GG
456
Greenwood Gearhart
Arkansas
$1.1M
AWC
457
Adamsbrown Wealth Consultants
Kansas
$1.09M
CS
458
Crescent Sterling
Louisiana
$1.09M
CFP
459
Cascade Financial Partners
California
$1.09M
IWP
460
IAG Wealth Partners
Wisconsin
$1.08M
CCM
461
Condor Capital Management
New Jersey
$1.07M
ANTB
462
AMG National Trust Bank
Colorado
$1.07M
CWM
463
Chesapeake Wealth Management
Virginia
$1.07M
PCM
464
Pennsylvania Capital Management
Pennsylvania
$1.06M
LTL
465
Lowery Thomas LLC
California
$1.06M
RPGK
466
Retirement Planning Group (Kansas)
Kansas
$1.04M
EWP
467
Elevation Wealth Partners
California
$1.04M
WOSD
468
WFA of San Diego
California
$1.04M
BMCM
469
Burns Matteson Capital Management
New York
$1.04M
MIA
470
MeadowBrook Investment Advisors
Michigan
$1.03M
GFG
471
Grantvest Financial Group
New Jersey
$1.03M
NL
472
NWAM LLC
Washington
$1.02M
PAM
473
Pegasus Asset Management
New York
$1.02M
GFA
474
Gallagher Fiduciary Advisors
Illinois
$1.01M
FPWM
475
Five Pine Wealth Management
Idaho
$1.01M