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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
GWAM
726
Guardian Wealth Advisors (Minnesota)
Minnesota
$315K
NCM
727
Next Capital Management
New York
$315K
HIP
728
HUB Investment Partners
Texas
$312K
XPN
729
XY Planning Network
Montana
$309K
CTA
730
Colonial Trust Advisors
South Carolina
$307K
AO
731
Advisor OS
Illinois
$307K
GAA
732
Global Assets Advisory
Florida
$306K
SP
733
Sherman Porfolios
Idaho
$305K
ACA
734
Ascension Capital Advisors
Texas
$304K
SQA
735
Simon Quick Advisors
New Jersey
$303K
HC
736
Hamilton Capital
Ohio
$302K
Neuberger Berman Group
737
Neuberger Berman Group
New York
$302K
EAM
738
Everstar Asset Management
North Carolina
$299K
CT
739
Caldwell Trust
Florida
$299K
OPA
740
Old Port Advisors
Maine
$296K
KWM
741
KMT Wealth Management
California
$296K
AR
742
Apeiron RIA
Texas
$295K
DT
743
Diversified Trust
Tennessee
$294K
CSIC
744
Clifford Swan Investment Counsel
California
$294K
PFA
745
Perryman Financial Advisory
Texas
$293K
TCIIS
746
TIAA-CREF Individual & Institutional Services
New York
$292K
SIS
747
Strategic Investment Solutions
Illinois
$289K
CIAS
748
Capital Investment Advisory Services
North Carolina
$289K
WIA
749
Wetzel Investment Advisors
Indiana
$289K
FWA
750
FSM Wealth Advisors
Ohio
$287K