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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
IPWA
626
International Private Wealth Advisors
California
$516K
CWM
627
Castle Wealth Management
Florida
$510K
GCA
628
Genesee Capital Advisors
New York
$508K
RZH
629
Relyea Zuckerberg Hanson
Connecticut
$504K
PB
630
Pinnacle Bancorp
Nebraska
$499K
GWM
631
GDS Wealth Management
Texas
$496K
EPL
632
Essential Partners LLC
California
$484K
CIS
633
Continental Investors Services
Washington
$481K
HAG
634
HighPoint Advisor Group
Illinois
$477K
MCA
635
Millennium Capital Advisors
Arkansas
$471K
WIA
636
World Investment Advisors
California
$471K
PTC
637
Private Trust Company
Ohio
$468K
BAM
638
Bosun Asset Management
Illinois
$464K
AF
639
Amara Financial
California
$464K
BCA
640
Bay Colony Advisors
Massachusetts
$462K
MWM
641
Mission Wealth Management
California
$461K
WF
642
Whelan Financial
California
$453K
PL
643
Plancorp LLC
Missouri
$452K
CIA
644
Concurrent Investment Advisors
Florida
$448K
RWM
645
Ritholtz Wealth Management
New York
$443K
GWANC
646
Guardian Wealth Advisors (North Carolina)
North Carolina
$438K
SC
647
Scotia Capital
Ontario, Canada
$437K
AL
648
Aspiriant LLC
California
$436K
AIM
649
Acropolis Investment Management
Missouri
$432K
SWM
650
Spire Wealth Management
Virginia
$431K