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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
ACM
701
Armbruster Capital Management
New York
$367K
PWMG
702
Prestige Wealth Management Group
New Jersey
$363K
CAL
703
Capital Advisors Ltd
Ohio
$363K
OPWM
704
Oakwell Private Wealth Management
Texas
$361K
EFH
705
Eaton Financial Holdings
Florida
$360K
FNBOO
706
First National Bank of Omaha
Nebraska
$360K
KWS
707
Keystone Wealth Services
California
$357K
AFA
708
American Financial Advisors
Georgia
$352K
CWA
709
Clarity Wealth Advisors
California
$351K
KPWS
710
Kestra Private Wealth Services
Texas
$351K
EWM
711
Elmwood Wealth Management
California
$349K
FVIM
712
Fort Vancouver Investment Management
Washington
$346K
Northern Trust
713
Northern Trust
Illinois
$346K
AA
714
Armis Advisers
Georgia
$345K
HCMT
715
Highland Capital Management (Tennessee)
Tennessee
$343K
KFSN
716
Keystone Financial Services (Nebraska)
Nebraska
$343K
PWM
717
Praetorian Wealth Management
California
$334K
DBFM
718
Dickmeyer Boyce Financial Management
Indiana
$333K
BI
719
Berkeley Inc
Idaho
$329K
AWG
720
Altus Wealth Group
Colorado
$328K
PWM
721
Paulson Wealth Management
Illinois
$327K
RBC
722
Romano Brothers & Co
Illinois
$325K
SIA
723
SeaBridge Investment Advisors
New Jersey
$321K
ONB
724
Old National Bancorp
Indiana
$319K
AIM
725
Advyzon Investment Management
Illinois
$318K