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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
FPN
51
Financial Planning Navigators
Minnesota
$23.1M
BAM
52
Berkshire Asset Management
Pennsylvania
$22.1M
MWM
53
Modera Wealth Management
New Jersey
$21.6M
RWM
54
RKL Wealth Management
Pennsylvania
$21.5M
CAG
55
Compass Advisory Group
New York
$21.3M
LFS
56
Lutz Financial Services
Nebraska
$21M
NFW
57
Noble Family Wealth
Florida
$20.8M
EL
58
Essex LLC
Illinois
$20.6M
Osaic Holdings
59
Osaic Holdings
Arizona
$20.6M
JIC
60
Johnson Investment Counsel
Ohio
$20.3M
SIC
61
Salem Investment Counselors
North Carolina
$20M
BFG
62
Bleakley Financial Group
New Jersey
$19.9M
FWP
63
FAS Wealth Partners
Kansas
$19.4M
BlackRock
64
BlackRock
New York
$18.9M
PMFA
65
Plante Moran Financial Advisors
Michigan
$18.7M
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$18.6M
MCM
67
MAI Capital Management
Ohio
$18.3M
DP
68
Denver PWM
Colorado
$17.7M
OIA
69
OneDigital Investment Advisors
Kansas
$17.7M
BSB
70
Bangor Savings Bank
Maine
$17.3M
TSWM
71
Triangle Securities Wealth Management
North Carolina
$16.5M
Goldman Sachs
72
Goldman Sachs
New York
$16.3M
TLP
73
Trinity Legacy Partners
Texas
$16.3M
CFMC
74
Curbstone Financial Management Corp
New Hampshire
$16M
AMG
75
Asset Management Group
Connecticut
$15.7M