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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
TA
576
TPG Advisors
Illinois
$661K
PFPG
577
Pinnacle Financial Partners (Georgia)
Georgia
$658K
JCFM
578
JBR Co Financial Management
Oklahoma
$656K
AIM
579
Aspen Investment Management
Michigan
$656K
SA
580
Sanctuary Advisors
Indiana
$655K
CW
581
Cooksen Wealth
Texas
$650K
VC
582
Vicus Capital
Pennsylvania
$645K
RRA
583
Red Reef Advisors
Florida
$637K
PRS
584
Pinkerton Retirement Specialists
Idaho
$636K
FHA
585
Flagship Harbor Advisors
Massachusetts
$635K
GC
586
Grimes & Company
Massachusetts
$633K
AGA
587
Arkos Global Advisors
Texas
$631K
CWM
588
CMH Wealth Management
New Hampshire
$623K
MCCP
589
Mission Creek Capital Partners
California
$623K
AUB
590
Atlantic Union Bankshares
Virginia
$621K
HA
591
Harfst & Associates
Wyoming
$618K
CG
592
Caprock Group
Idaho
$618K
GM
593
GeoWealth Management
Illinois
$617K
TAM
594
Townsend Asset Management
North Carolina
$617K
CWA
595
Continuum Wealth Advisors
New York
$615K
KAS
596
KPP Advisory Services
Kentucky
$605K
TP
597
Tranquility Partners
Tennessee
$604K
EFA
598
Evernest Financial Advisors
Indiana
$604K
Renaissance Technologies
599
Renaissance Technologies
New York
$604K
DI
600
Diligent Investors
California
$601K