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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
PCM
676
Parsons Capital Management
Rhode Island
$383K
KFS
677
Kaizen Financial Strategies
California
$382K
NW
678
NewEdge Wealth
Pennsylvania
$382K
KJWM
679
Kiley Juergens Wealth Management
Washington
$381K
SAM
680
SVRN Asset Management
Texas
$380K
SAW
681
Signal Advisors Wealth
Michigan
$380K
EA
682
Enclave Advisors
Texas
$377K
HIM
683
Harbour Investment Management
Washington
$377K
RWM
684
RBA Wealth Management
California
$376K
TAP
685
TSG Advice Partners
Ohio
$374K
FWM
686
Fingerlakes Wealth Management
New York
$373K
RBCM
687
Raub Brock Capital Management
California
$371K
EWA
688
EverSource Wealth Advisors
Alabama
$371K
CFG
689
Chapman Financial Group
Hawaii
$371K
BB
690
Busey Bank
Illinois
$370K
CBU
691
CIBC Bancorp USA
Illinois
$368K
ACM
692
Armbruster Capital Management
New York
$367K
PWMG
693
Prestige Wealth Management Group
New Jersey
$363K
CAL
694
Capital Advisors Ltd
Ohio
$363K
OPWM
695
Oakwell Private Wealth Management
Texas
$361K
EFH
696
Eaton Financial Holdings
Florida
$360K
FNBOO
697
First National Bank of Omaha
Nebraska
$360K
KWS
698
Keystone Wealth Services
California
$357K
AFA
699
American Financial Advisors
Georgia
$352K
CWA
700
Clarity Wealth Advisors
California
$351K