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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
IWMA
476
Ironwood Wealth Management (Arizona)
Arizona
$1.01M
TFS
477
Thoroughbred Financial Services
Tennessee
$1M
FAG
478
Fortitude Advisory Group
Washington
$996K
FT
479
Fiduciary Trust
Massachusetts
$996K
AGWCA
480
Annis Gardner Whiting Capital Advisors
Florida
$989K
WPC
481
Wedmont Private Capital
Pennsylvania
$982K
CPA
482
Clear Point Advisors
New York
$981K
PSF
483
Pacific Sun Financial
California
$979K
SWP
484
Stratos Wealth Partners
Ohio
$976K
HP
485
Hilltop Partners
Indiana
$969K
BAM
486
Belpointe Asset Management
Nevada
$953K
FCA
487
Fortis Capital Advisors
Kansas
$953K
AA
488
Alesco Advisors
New York
$943K
RWM
489
Rialto Wealth Management
New York
$938K
AC
490
AlphaCore Capital
California
$932K
HFO
491
Heritage Family Offices
Arizona
$931K
OCM
492
One Capital Management
California
$930K
PFBT
493
Parkside Financial Bank & Trust
Missouri
$929K
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$920K
OIS
495
Okabena Investment Services
Minnesota
$920K
BWA
496
BlueChip Wealth Advisors
Georgia
$917K
PA
497
Parallel Advisors
California
$915K
DAS
498
Daybright Advisory Services
Florida
$908K
SSWG
499
Seven Springs Wealth Group
Tennessee
$904K
OBWG
500
Onyx Bridge Wealth Group
New York
$899K