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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
SQA
726
Simon Quick Advisors
New Jersey
$303K
HC
727
Hamilton Capital
Ohio
$302K
Neuberger Berman Group
728
Neuberger Berman Group
New York
$302K
EAM
729
Everstar Asset Management
North Carolina
$299K
CT
730
Caldwell Trust
Florida
$299K
OPA
731
Old Port Advisors
Maine
$296K
KWM
732
KMT Wealth Management
California
$296K
AR
733
Apeiron RIA
Texas
$295K
DT
734
Diversified Trust
Tennessee
$294K
CSIC
735
Clifford Swan Investment Counsel
California
$294K
PFA
736
Perryman Financial Advisory
Texas
$293K
TCIIS
737
TIAA-CREF Individual & Institutional Services
New York
$292K
SIS
738
Strategic Investment Solutions
Illinois
$289K
CIAS
739
Capital Investment Advisory Services
North Carolina
$289K
WIA
740
Wetzel Investment Advisors
Indiana
$289K
FWA
741
FSM Wealth Advisors
Ohio
$287K
AC
742
AWM Capital
Arizona
$287K
AFG
743
Albion Financial Group
Utah
$287K
EWM
744
Empirical Wealth Management
Washington
$286K
BMO
745
Beck Mack & Oliver
New York
$284K
AA
746
Ancora Advisors
Ohio
$282K
CWA
747
Canvas Wealth Advisors
Kansas
$282K
Citadel Advisors
748
Citadel Advisors
Florida
$281K
NCM
749
Novare Capital Management
North Carolina
$280K
Empower Advisory Group
750
Empower Advisory Group
Colorado
$280K