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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
LF
601
LifePlan Financial
Minnesota
$587K
HTC
602
Haverford Trust Company
Pennsylvania
$582K
SPL
603
Smart Portfolios LLC
Washington
$581K
WCM
604
WLTH Capital Management
Arizona
$581K
PS
605
Principal Securities
Iowa
$574K
VF
606
Vestment Financial
Minnesota
$571K
PI
607
Pachira Investments
California
$568K
TCM
608
Twele Capital Management
Minnesota
$567K
PCM
609
Park Capital Management
Wisconsin
$560K
CIA
610
Compass Ion Advisors
Pennsylvania
$558K
MCP
611
Mirador Capital Partners
California
$547K
MCM
612
Mendel Capital Management
Arkansas
$543K
FFS
613
Flavin Financial Services
Florida
$541K
PWM
614
Parkshore Wealth Management
California
$534K
SWM
615
Selective Wealth Management
Virginia
$534K
LFAS
616
Level Four Advisory Services
Texas
$532K
HT
617
Heritage Trust
Oklahoma
$529K
CA
618
Continuum Advisory
Idaho
$525K
FCU
619
Financial Concepts Unlimited
Maine
$525K
PPWM
620
Perissos Private Wealth Management
Oklahoma
$523K
PI
621
PFG Investments
New York
$522K
MWA
622
Motive Wealth Advisors
Michigan
$522K
MS
623
Madden Securities
Texas
$522K
CA
624
CWC Advisors
Oregon
$521K
FRA
625
Front Row Advisors
California
$517K