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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
SIM
551
Sims Investment Management
Ohio
$749K
AOWM
552
Asset One Wealth Management
Washington
$747K
PA
553
Planning Alternatives
Michigan
$737K
NA
554
Nautilus Advisors
California
$735K
CHA
555
Cooper/Haims Advisors
New York
$729K
MCA
556
Midwest Capital Advisors
Michigan
$726K
BWL
557
Bogart Wealth LLC
Virginia
$723K
EFG
558
Everest Financial Group
Minnesota
$723K
MA
559
Modus Advisors
Minnesota
$722K
JF
560
Joule Financial
Kentucky
$712K
FC
561
Financial Consulate
Maryland
$712K
SWA
562
Stratos Wealth Advisors
Ohio
$703K
Brown Advisory
563
Brown Advisory
Maryland
$700K
AWM
564
AE Wealth Management
Kansas
$693K
GT
565
Greenleaf Trust
Michigan
$690K
BFO
566
Biltmore Family Office
North Carolina
$681K
SEM
567
Strategic Equity Management
Arizona
$680K
DM
568
Diversified Management
Wisconsin
$678K
SFO
569
Stokes Family Office
Louisiana
$677K
SAM
570
Smithbridge Asset Management
Pennsylvania
$676K
WBCM
571
Wilson & Boucher Capital Management
California
$675K
Bank of New York Mellon
572
Bank of New York Mellon
New York
$673K
DCM
573
Donaldson Capital Management
Indiana
$671K
HWA
574
Heartwood Wealth Advisors
Virginia
$663K
RWA
575
Redhawk Wealth Advisors
Minnesota
$663K