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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
BAM
51
Berkshire Asset Management
Pennsylvania
$22.1M
MWM
52
Modera Wealth Management
New Jersey
$21.6M
RWM
53
RKL Wealth Management
Pennsylvania
$21.5M
CAG
54
Compass Advisory Group
New York
$21.3M
LFS
55
Lutz Financial Services
Nebraska
$21M
NFW
56
Noble Family Wealth
Florida
$20.8M
EL
57
Essex LLC
Illinois
$20.6M
Osaic Holdings
58
Osaic Holdings
Arizona
$20.6M
JIC
59
Johnson Investment Counsel
Ohio
$20.3M
SIC
60
Salem Investment Counselors
North Carolina
$20M
BFG
61
Bleakley Financial Group
New Jersey
$19.9M
BlackRock
62
BlackRock
New York
$18.9M
PMFA
63
Plante Moran Financial Advisors
Michigan
$18.7M
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$18.6M
MCM
65
MAI Capital Management
Ohio
$18.3M
DP
66
Denver PWM
Colorado
$17.7M
OIA
67
OneDigital Investment Advisors
Kansas
$17.7M
BSB
68
Bangor Savings Bank
Maine
$17.3M
TSWM
69
Triangle Securities Wealth Management
North Carolina
$16.5M
Goldman Sachs
70
Goldman Sachs
New York
$16.3M
TLP
71
Trinity Legacy Partners
Texas
$16.3M
CFMC
72
Curbstone Financial Management Corp
New Hampshire
$16M
AMG
73
Asset Management Group
Connecticut
$15.7M
SFP
74
Sherwood Financial Partners
California
$15.3M
WF
75
Womack Financial
Texas
$15.2M