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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
SFWA
451
Summit Financial Wealth Advisors
Louisiana
$1.16M
SWM
452
Sculati Wealth Management
Michigan
$1.16M
OIM
453
Orca Investment Management
Oregon
$1.15M
RWB
454
RMR Wealth Builders
New Jersey
$1.15M
GWWM
455
Great Waters Wealth Management
Minnesota
$1.13M
VPIM
456
Vanguard Personalized Indexing Management
California
$1.13M
SC
457
Shearwater Capital
Colorado
$1.12M
JC
458
JM2 Capital
Oklahoma
$1.12M
Pathstone Holdings
459
Pathstone Holdings
New Jersey
$1.11M
CWM
460
Cornerstone Wealth Management
Missouri
$1.11M
GG
461
Greenwood Gearhart
Arkansas
$1.1M
AWC
462
Adamsbrown Wealth Consultants
Kansas
$1.09M
CS
463
Crescent Sterling
Louisiana
$1.09M
CFP
464
Cascade Financial Partners
California
$1.09M
IWP
465
IAG Wealth Partners
Wisconsin
$1.08M
CCM
466
Condor Capital Management
New Jersey
$1.07M
ANTB
467
AMG National Trust Bank
Colorado
$1.07M
CWM
468
Chesapeake Wealth Management
Virginia
$1.07M
TC
469
Tenret Company
Florida
$1.06M
PCM
470
Pennsylvania Capital Management
Pennsylvania
$1.06M
LTL
471
Lowery Thomas LLC
California
$1.06M
RPGK
472
Retirement Planning Group (Kansas)
Kansas
$1.04M
EWP
473
Elevation Wealth Partners
California
$1.04M
WOSD
474
WFA of San Diego
California
$1.04M
BMCM
475
Burns Matteson Capital Management
New York
$1.04M