We are live on ! Find out more
SCHM icon

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
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
FSAG
29
Financial Solutions Advisory Group
Illinois
$39.6M
SAM
30
Summit Asset Management
Tennessee
$39.3M
Ameriprise
31
Ameriprise
Minnesota
$38.5M
BBA
32
BLB&B Advisors
Pennsylvania
$37.7M
Charles Schwab
33
Charles Schwab
California
$36.7M
DAS
34
Dynamic Advisor Solutions
Arizona
$35.3M
MAG
35
Mokosak Advisory Group
Iowa
$35.2M
CPIG
36
Chicago Partners Investment Group
Illinois
$34.3M
SFG
37
Sage Financial Group
Pennsylvania
$30.5M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$28.6M
HNW
39
High Note Wealth
Minnesota
$28M
CL
40
Choreo LLC
Illinois
$27.5M
GAM
41
Gemmer Asset Management
California
$27.4M
Bank of America
42
Bank of America
North Carolina
$26.9M
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$26.8M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$26M
Corient Private Wealth
45
Corient Private Wealth
Florida
$25.6M
NFG
46
Northeast Financial Group
Pennsylvania
$25M
CRC
47
Curi RMB Capital
Illinois
$24.7M
IA
48
IFP Advisors
Florida
$24M
SFA
49
Seneca Financial Advisors
New York
$23.6M
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$23.5M