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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
FC
751
FCA Corp
Texas
$278K
XWL
752
XXI Wealth LLC
Illinois
$276K
MWP
753
Meriwether Wealth & Planning
Louisiana
$275K
CF
754
Centaurus Financial
California
$274K
CCA
755
Clarity Capital Advisors
Florida
$273K
RWM
756
RMG Wealth Management
Wisconsin
$273K
SAM
757
Sherman Asset Management
California
$272K
TIP
758
Tandem Investment Partners
New Jersey
$269K
MOS
759
MGO One Seven
Ohio
$269K
IFG
760
Independent Financial Group
California
$269K
HL
761
HeadInvest LLC
Maine
$267K
HGWM
762
Horst & Graben Wealth Management
Oregon
$267K
RF
763
Robbins Farley
New Hampshire
$264K
CFG
764
Clayton Financial Group
Missouri
$264K
AT
765
American Trust
Kentucky
$264K
DAM
766
Directional Asset Management
Illinois
$263K
TWM
767
Triton Wealth Management
Arizona
$262K
HIA
768
Harbor Investment Advisory
Maryland
$257K
KFA
769
Kelleher Financial Advisors
New York
$253K
ZIM
770
Zacks Investment Management
Illinois
$250K
AW
771
Avion Wealth
Texas
$249K
BC
772
Barnett & Company
Tennessee
$248K
SH
773
SLT Holdings
Arizona
$248K
BW
774
BIP Wealth
Georgia
$247K
MNA
775
Manning & Napier Advisors
New York
$247K