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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
KPWS
701
Kestra Private Wealth Services
Texas
$351K
EWM
702
Elmwood Wealth Management
California
$349K
FVIM
703
Fort Vancouver Investment Management
Washington
$346K
Northern Trust
704
Northern Trust
Illinois
$346K
AA
705
Armis Advisers
Georgia
$345K
HCMT
706
Highland Capital Management (Tennessee)
Tennessee
$343K
KFSN
707
Keystone Financial Services (Nebraska)
Nebraska
$343K
PWM
708
Praetorian Wealth Management
California
$334K
DBFM
709
Dickmeyer Boyce Financial Management
Indiana
$333K
BI
710
Berkeley Inc
Idaho
$329K
AWG
711
Altus Wealth Group
Colorado
$328K
PWM
712
Paulson Wealth Management
Illinois
$327K
RBC
713
Romano Brothers & Co
Illinois
$325K
SIA
714
SeaBridge Investment Advisors
New Jersey
$321K
ONB
715
Old National Bancorp
Indiana
$319K
AIM
716
Advyzon Investment Management
Illinois
$318K
GWAM
717
Guardian Wealth Advisors (Minnesota)
Minnesota
$315K
NCM
718
Next Capital Management
New York
$315K
HIP
719
HUB Investment Partners
Texas
$312K
XPN
720
XY Planning Network
Montana
$309K
CTA
721
Colonial Trust Advisors
South Carolina
$307K
AO
722
Advisor OS
Illinois
$307K
GAA
723
Global Assets Advisory
Florida
$306K
SP
724
Sherman Porfolios
Idaho
$305K
ACA
725
Ascension Capital Advisors
Texas
$304K