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
MIA
476
MeadowBrook Investment Advisors
Michigan
$1.03M
GFG
477
Grantvest Financial Group
New Jersey
$1.03M
NL
478
NWAM LLC
Washington
$1.02M
PAM
479
Pegasus Asset Management
New York
$1.02M
GFA
480
Gallagher Fiduciary Advisors
Illinois
$1.01M
FPWM
481
Five Pine Wealth Management
Idaho
$1.01M
IWMA
482
Ironwood Wealth Management (Arizona)
Arizona
$1.01M
TFS
483
Thoroughbred Financial Services
Tennessee
$1M
FAG
484
Fortitude Advisory Group
Washington
$996K
FT
485
Fiduciary Trust
Massachusetts
$996K
AGWCA
486
Annis Gardner Whiting Capital Advisors
Florida
$989K
WPC
487
Wedmont Private Capital
Pennsylvania
$982K
ADL
488
Asset Dedication LLC
California
$982K
CPA
489
Clear Point Advisors
New York
$981K
PSF
490
Pacific Sun Financial
California
$979K
SWP
491
Stratos Wealth Partners
Ohio
$976K
HP
492
Hilltop Partners
Indiana
$969K
BAM
493
Belpointe Asset Management
Nevada
$953K
FCA
494
Fortis Capital Advisors
Kansas
$953K
AA
495
Alesco Advisors
New York
$943K
RWM
496
Rialto Wealth Management
New York
$938K
AC
497
AlphaCore Capital
California
$932K
HFO
498
Heritage Family Offices
Arizona
$931K
OCM
499
One Capital Management
California
$930K
PFBT
500
Parkside Financial Bank & Trust
Missouri
$929K