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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
KCAM
676
Kagan Cocozza Asset Management
New Jersey
$394K
CAG
677
Curtis Advisory Group
California
$392K
TFP
678
Tilia Fiduciary Partners
North Carolina
$392K
CBA
679
Coastal Bridge Advisors
Connecticut
$390K
MCM
680
Mitchell Capital Management
Kansas
$389K
MWM
681
MBE Wealth Management
Wisconsin
$384K
CFO
682
Cambient Family Office
Michigan
$384K
First Manhattan
683
First Manhattan
New York
$384K
NAS
684
NWF Advisory Services
California
$383K
PCM
685
Parsons Capital Management
Rhode Island
$383K
KFS
686
Kaizen Financial Strategies
California
$382K
NW
687
NewEdge Wealth
Pennsylvania
$382K
KJWM
688
Kiley Juergens Wealth Management
Washington
$381K
SAM
689
SVRN Asset Management
Texas
$380K
SAW
690
Signal Advisors Wealth
Michigan
$380K
EA
691
Enclave Advisors
Texas
$377K
HIM
692
Harbour Investment Management
Washington
$377K
RWM
693
RBA Wealth Management
California
$376K
TAP
694
TSG Advice Partners
Ohio
$374K
FWM
695
Fingerlakes Wealth Management
New York
$373K
RBCM
696
Raub Brock Capital Management
California
$371K
EWA
697
EverSource Wealth Advisors
Alabama
$371K
CFG
698
Chapman Financial Group
Hawaii
$371K
BB
699
Busey Bank
Illinois
$370K
CBU
700
CIBC Bancorp USA
Illinois
$368K