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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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$43.4M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$39.8M
SFS
28
Summit Financial Strategies
Ohio
$39.7M
SAM
29
Summit Asset Management
Tennessee
$39.3M
Ameriprise
30
Ameriprise
Minnesota
$38.5M
BBA
31
BLB&B Advisors
Pennsylvania
$37.7M
Charles Schwab
32
Charles Schwab
California
$36.7M
DAS
33
Dynamic Advisor Solutions
Arizona
$35.3M
MAG
34
Mokosak Advisory Group
Iowa
$35.2M
CPIG
35
Chicago Partners Investment Group
Illinois
$34.3M
SFG
36
Sage Financial Group
Pennsylvania
$30.5M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$28.6M
HNW
38
High Note Wealth
Minnesota
$28M
CL
39
Choreo LLC
Illinois
$27.5M
GAM
40
Gemmer Asset Management
California
$27.4M
Bank of America
41
Bank of America
North Carolina
$26.9M
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$26.8M
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$26M
Corient Private Wealth
44
Corient Private Wealth
Florida
$25.6M
NFG
45
Northeast Financial Group
Pennsylvania
$25M
CRC
46
Curi RMB Capital
Illinois
$24.7M
IA
47
IFP Advisors
Florida
$24M
SFA
48
Seneca Financial Advisors
New York
$23.6M
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$23.5M
FPN
50
Financial Planning Navigators
Minnesota
$23.1M