SCHM icon

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
SPC
501
Sigma Planning Corp
Michigan
$897K
KWM
502
Kingsview Wealth Management
Oregon
$897K
CPL
503
CAP Partners LLC
Tennessee
$887K
CG
504
Cynosure Group
Utah
$886K
NB
505
NBT Bank
New York
$883K
APW
506
Aurora Private Wealth
New Jersey
$878K
RMF
507
Red Mountain Financial
Colorado
$878K
AWA
508
Arkadios Wealth Advisors
Georgia
$875K
NWMG
509
National Wealth Management Group
Ohio
$865K
FLPIM
510
F.L. Putnam Investment Management
Massachusetts
$865K
WPA
511
West Paces Advisors
Georgia
$864K
AWE
512
Avidian Wealth Enterprises
Texas
$864K
JIR
513
James Investment Research
Ohio
$863K
AIA
514
Armor Investment Advisors
North Carolina
$848K
MWP
515
Madison Wealth Partners
Wisconsin
$841K
BL
516
BCWM LLC
Kansas
$836K
PFS
517
Prospera Financial Services
Texas
$827K
RW
518
Rede Wealth
Virginia
$825K
BIM
519
Bridges Investment Management
Nebraska
$823K
S
520
Sachetta
Massachusetts
$814K
SPIA
521
Steward Partners Investment Advisory
New York
$808K
YIH
522
Y-Intercept (HK)
Hong Kong
$799K
IP
523
Indivisible Partners
Florida
$797K
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$796K
BIA
525
Bigelow Investment Advisors
Maine
$791K