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
EFG
551
Everest Financial Group
Minnesota
$723K
MA
552
Modus Advisors
Minnesota
$722K
JF
553
Joule Financial
Kentucky
$712K
FC
554
Financial Consulate
Maryland
$712K
SWA
555
Stratos Wealth Advisors
Ohio
$703K
Brown Advisory
556
Brown Advisory
Maryland
$700K
AWM
557
AE Wealth Management
Kansas
$693K
GT
558
Greenleaf Trust
Michigan
$690K
BFO
559
Biltmore Family Office
North Carolina
$681K
SEM
560
Strategic Equity Management
Arizona
$680K
DM
561
Diversified Management
Wisconsin
$678K
SFO
562
Stokes Family Office
Louisiana
$677K
SAM
563
Smithbridge Asset Management
Pennsylvania
$676K
WBCM
564
Wilson & Boucher Capital Management
California
$675K
Bank of New York Mellon
565
Bank of New York Mellon
New York
$673K
DCM
566
Donaldson Capital Management
Indiana
$671K
HWA
567
Heartwood Wealth Advisors
Virginia
$663K
RWA
568
Redhawk Wealth Advisors
Minnesota
$663K
TA
569
TPG Advisors
Illinois
$661K
PFPG
570
Pinnacle Financial Partners (Georgia)
Georgia
$658K
JCFM
571
JBR Co Financial Management
Oklahoma
$656K
AIM
572
Aspen Investment Management
Michigan
$656K
SA
573
Sanctuary Advisors
Indiana
$655K
CW
574
Cooksen Wealth
Texas
$650K
VC
575
Vicus Capital
Pennsylvania
$645K