We are live on ! Find out more
SCHM icon

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
WF
651
Whelan Financial
California
$453K
PL
652
Plancorp LLC
Missouri
$452K
CIA
653
Concurrent Investment Advisors
Florida
$448K
RWM
654
Ritholtz Wealth Management
New York
$443K
GWANC
655
Guardian Wealth Advisors (North Carolina)
North Carolina
$438K
SC
656
Scotia Capital
Ontario, Canada
$437K
AL
657
Aspiriant LLC
California
$436K
AIM
658
Acropolis Investment Management
Missouri
$432K
SWM
659
Spire Wealth Management
Virginia
$431K
BFG
660
Berger Financial Group
Minnesota
$430K
DBRC
661
D.B. Root & Company
Pennsylvania
$429K
VA
662
VestGen Advisors
Illinois
$425K
ACA
663
Aspire Capital Advisors
Washington
$423K
WT
664
Washington Trust
Rhode Island
$419K
MF
665
Meridian Financial
Massachusetts
$414K
FWP
666
Falcon Wealth Planning
California
$411K
GA
667
Goldstein Advisors
Wisconsin
$404K
Jane Street
668
Jane Street
New York
$404K
BW
669
Balance Wealth
Ohio
$404K
Bank of Montreal
670
Bank of Montreal
Ontario, Canada
$403K
PMSA
671
Patrick M. Sweeney & Associates
Illinois
$401K
OFS
672
Opus Financial Solutions
Illinois
$400K
FCM
673
Firestone Capital Management
Florida
$400K
SOS
674
Silver Oak Securities
Tennessee
$396K
RFA
675
Resurgent Financial Advisors
Georgia
$395K