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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
BFG
651
Berger Financial Group
Minnesota
$430K
DBRC
652
D.B. Root & Company
Pennsylvania
$429K
VA
653
VestGen Advisors
Illinois
$425K
ACA
654
Aspire Capital Advisors
Washington
$423K
WT
655
Washington Trust
Rhode Island
$419K
MF
656
Meridian Financial
Massachusetts
$414K
FWP
657
Falcon Wealth Planning
California
$411K
GA
658
Goldstein Advisors
Wisconsin
$404K
Jane Street
659
Jane Street
New York
$404K
BW
660
Balance Wealth
Ohio
$404K
Bank of Montreal
661
Bank of Montreal
Ontario, Canada
$403K
PMSA
662
Patrick M. Sweeney & Associates
Illinois
$401K
OFS
663
Opus Financial Solutions
Illinois
$400K
FCM
664
Firestone Capital Management
Florida
$400K
SOS
665
Silver Oak Securities
Tennessee
$396K
RFA
666
Resurgent Financial Advisors
Georgia
$395K
KCAM
667
Kagan Cocozza Asset Management
New Jersey
$394K
CAG
668
Curtis Advisory Group
California
$392K
TFP
669
Tilia Fiduciary Partners
North Carolina
$392K
CBA
670
Coastal Bridge Advisors
Connecticut
$390K
MCM
671
Mitchell Capital Management
Kansas
$389K
MWM
672
MBE Wealth Management
Wisconsin
$384K
CFO
673
Cambient Family Office
Michigan
$384K
First Manhattan
674
First Manhattan
New York
$384K
NAS
675
NWF Advisory Services
California
$383K