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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
AC
751
AWM Capital
Arizona
$287K
AFG
752
Albion Financial Group
Utah
$287K
EWM
753
Empirical Wealth Management
Washington
$286K
BMO
754
Beck Mack & Oliver
New York
$284K
AA
755
Ancora Advisors
Ohio
$282K
CWA
756
Canvas Wealth Advisors
Kansas
$282K
Citadel Advisors
757
Citadel Advisors
Florida
$281K
NCM
758
Novare Capital Management
North Carolina
$280K
Empower Advisory Group
759
Empower Advisory Group
Colorado
$280K
FNBOMD
760
First National Bank of Mount Dora
Florida
$279K
FC
761
FCA Corp
Texas
$278K
XWL
762
XXI Wealth LLC
Illinois
$276K
MWP
763
Meriwether Wealth & Planning
Louisiana
$275K
CF
764
Centaurus Financial
California
$274K
CCA
765
Clarity Capital Advisors
Florida
$273K
RWM
766
RMG Wealth Management
Wisconsin
$273K
SAM
767
Sherman Asset Management
California
$272K
TIP
768
Tandem Investment Partners
New Jersey
$269K
MOS
769
MGO One Seven
Ohio
$269K
IFG
770
Independent Financial Group
California
$269K
HL
771
HeadInvest LLC
Maine
$267K
HGWM
772
Horst & Graben Wealth Management
Oregon
$267K
RF
773
Robbins Farley
New Hampshire
$264K
CFG
774
Clayton Financial Group
Missouri
$264K
AT
775
American Trust
Kentucky
$264K