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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
BIG
526
Brookwood Investment Group
Arizona
$782K
PC
527
Payne Capital
Oregon
$779K
AWM
528
Arista Wealth Management
Nevada
$775K
NCMW
529
Northern Capital Management (Washington)
Washington
$774K
GB
530
Goepper Burkhardt
South Carolina
$774K
AAG
531
Armstrong Advisory Group
Massachusetts
$774K
YIA
532
YHB Investment Advisors
Connecticut
$771K
SIC
533
Sigma Investment Counselors
Michigan
$771K
P
534
&Partners
Tennessee
$769K
SWP
535
SIMA Wealth Partners
Virginia
$766K
QCM
536
QRG Capital Management
Illinois
$765K
EWM
537
Evermay Wealth Management
Virginia
$758K
EFM
538
Eley Financial Management
Vermont
$757K
AC
539
Apella Capital
Connecticut
$753K
WI
540
Westbourne Investments
Virginia
$753K
CWA
541
Carolina Wealth Advisors
South Carolina
$752K
LFG
542
Leverty Financial Group
Wisconsin
$751K
HI
543
Hendershot Investments
Virginia
$749K
SIM
544
Sims Investment Management
Ohio
$749K
AOWM
545
Asset One Wealth Management
Washington
$747K
PA
546
Planning Alternatives
Michigan
$737K
NA
547
Nautilus Advisors
California
$735K
CHA
548
Cooper/Haims Advisors
New York
$729K
MCA
549
Midwest Capital Advisors
Michigan
$726K
BWL
550
Bogart Wealth LLC
Virginia
$723K