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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
OSAM
501
O'Shaughnessy Asset Management
Connecticut
$920K
OIS
502
Okabena Investment Services
Minnesota
$920K
BWA
503
BlueChip Wealth Advisors
Georgia
$917K
PA
504
Parallel Advisors
California
$915K
DAS
505
Daybright Advisory Services
Florida
$908K
SSWG
506
Seven Springs Wealth Group
Tennessee
$904K
OBWG
507
Onyx Bridge Wealth Group
New York
$899K
SPC
508
Sigma Planning Corp
Michigan
$897K
KWM
509
Kingsview Wealth Management
Oregon
$897K
CPL
510
CAP Partners LLC
Tennessee
$887K
CG
511
Cynosure Group
Utah
$886K
NB
512
NBT Bank
New York
$883K
APW
513
Aurora Private Wealth
New Jersey
$878K
RMF
514
Red Mountain Financial
Colorado
$878K
AWA
515
Arkadios Wealth Advisors
Georgia
$875K
NWMG
516
National Wealth Management Group
Ohio
$865K
FLPIM
517
F.L. Putnam Investment Management
Massachusetts
$865K
WPA
518
West Paces Advisors
Georgia
$864K
AWE
519
Avidian Wealth Enterprises
Texas
$864K
JIR
520
James Investment Research
Ohio
$863K
AIA
521
Armor Investment Advisors
North Carolina
$848K
MWP
522
Madison Wealth Partners
Wisconsin
$841K
BL
523
BCWM LLC
Kansas
$836K
PFS
524
Prospera Financial Services
Texas
$827K
RW
525
Rede Wealth
Virginia
$825K