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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
VH
601
Visionary Horizons
Tennessee
$601K
MT
602
Midwest Trust
Kansas
$598K
WPW
603
Watershed Private Wealth
Illinois
$595K
MA
604
Mutual Advisors
Nebraska
$593K
CIM
605
Contravisory Investment Management
Massachusetts
$589K
RA
606
Ruggaard & Associates
Ohio
$589K
SCM
607
Stordahl Capital Management
Colorado
$588K
APSI
608
Asset Planning Services Inc
Louisiana
$587K
LF
609
LifePlan Financial
Minnesota
$587K
HTC
610
Haverford Trust Company
Pennsylvania
$582K
SPL
611
Smart Portfolios LLC
Washington
$581K
WCM
612
WLTH Capital Management
Arizona
$581K
PS
613
Principal Securities
Iowa
$574K
VF
614
Vestment Financial
Minnesota
$571K
PI
615
Pachira Investments
California
$568K
TCM
616
Twele Capital Management
Minnesota
$567K
PCM
617
Park Capital Management
Wisconsin
$560K
CIA
618
Compass Ion Advisors
Pennsylvania
$558K
MCP
619
Mirador Capital Partners
California
$547K
CAM
620
Cozad Asset Management
Illinois
$547K
MCM
621
Mendel Capital Management
Arkansas
$543K
FFS
622
Flavin Financial Services
Florida
$541K
PWM
623
Parkshore Wealth Management
California
$534K
SWM
624
Selective Wealth Management
Virginia
$534K
LFAS
625
Level Four Advisory Services
Texas
$532K