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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
RRA
576
Red Reef Advisors
Florida
$637K
PRS
577
Pinkerton Retirement Specialists
Idaho
$636K
FHA
578
Flagship Harbor Advisors
Massachusetts
$635K
GC
579
Grimes & Company
Massachusetts
$633K
AGA
580
Arkos Global Advisors
Texas
$631K
CWM
581
CMH Wealth Management
New Hampshire
$623K
MCCP
582
Mission Creek Capital Partners
California
$623K
AUB
583
Atlantic Union Bankshares
Virginia
$621K
HA
584
Harfst & Associates
Wyoming
$618K
CG
585
Caprock Group
Idaho
$618K
GM
586
GeoWealth Management
Illinois
$617K
TAM
587
Townsend Asset Management
North Carolina
$617K
CWA
588
Continuum Wealth Advisors
New York
$615K
KAS
589
KPP Advisory Services
Kentucky
$605K
TP
590
Tranquility Partners
Tennessee
$604K
EFA
591
Evernest Financial Advisors
Indiana
$604K
Renaissance Technologies
592
Renaissance Technologies
New York
$604K
DI
593
Diligent Investors
California
$601K
VH
594
Visionary Horizons
Tennessee
$601K
MT
595
Midwest Trust
Kansas
$598K
WPW
596
Watershed Private Wealth
Illinois
$595K
MA
597
Mutual Advisors
Nebraska
$593K
CIM
598
Contravisory Investment Management
Massachusetts
$589K
SCM
599
Stordahl Capital Management
Colorado
$588K
APSI
600
Asset Planning Services Inc
Louisiana
$587K