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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
BIM
526
Bridges Investment Management
Nebraska
$823K
S
527
Sachetta
Massachusetts
$814K
SPIA
528
Steward Partners Investment Advisory
New York
$808K
YIH
529
Y-Intercept (HK)
Hong Kong
$799K
IP
530
Indivisible Partners
Florida
$797K
Fifth Third Bancorp
531
Fifth Third Bancorp
Ohio
$796K
BIA
532
Bigelow Investment Advisors
Maine
$791K
BIG
533
Brookwood Investment Group
Arizona
$782K
PC
534
Payne Capital
Oregon
$779K
AWM
535
Arista Wealth Management
Nevada
$775K
NCMW
536
Northern Capital Management (Washington)
Washington
$774K
GB
537
Goepper Burkhardt
South Carolina
$774K
AAG
538
Armstrong Advisory Group
Massachusetts
$774K
YIA
539
YHB Investment Advisors
Connecticut
$771K
SIC
540
Sigma Investment Counselors
Michigan
$771K
P
541
&Partners
Tennessee
$769K
SWP
542
SIMA Wealth Partners
Virginia
$766K
QCM
543
QRG Capital Management
Illinois
$765K
EWM
544
Evermay Wealth Management
Virginia
$758K
EFM
545
Eley Financial Management
Vermont
$757K
AC
546
Apella Capital
Connecticut
$753K
WI
547
Westbourne Investments
Virginia
$753K
CWA
548
Carolina Wealth Advisors
South Carolina
$752K
LFG
549
Leverty Financial Group
Wisconsin
$751K
HI
550
Hendershot Investments
Virginia
$749K