We are live on ! Find out more
SCHM icon

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
DAM
776
Directional Asset Management
Illinois
$263K
TWM
777
Triton Wealth Management
Arizona
$262K
HIA
778
Harbor Investment Advisory
Maryland
$257K
KFA
779
Kelleher Financial Advisors
New York
$253K
ZIM
780
Zacks Investment Management
Illinois
$250K
AW
781
Avion Wealth
Texas
$249K
BC
782
Barnett & Company
Tennessee
$248K
SH
783
SLT Holdings
Arizona
$248K
BW
784
BIP Wealth
Georgia
$247K
MNA
785
Manning & Napier Advisors
New York
$247K
SCA
786
Snowden Capital Advisors
New York
$245K
FM
787
Family Management
New York
$244K
FNT
788
First National Trust
Pennsylvania
$244K
AFTS
789
American Financial & Tax Strategies
New York
$244K
ODIJL
790
One Day In July LLC
Vermont
$244K
MWM
791
MOR Wealth Management
Pennsylvania
$243K
AP
792
Appleton Partners
Massachusetts
$243K
BWP
793
Balboa Wealth Partners
Arizona
$243K
SWA
794
Sax Wealth Advisors
New Jersey
$242K
PGAM
795
Princeton Global Asset Management
New Jersey
$240K
HWM
796
Heirloom Wealth Management
Colorado
$240K
SI
797
Stephens Inc
Arkansas
$238K
LC
798
LCNB Corp
Ohio
$238K
MC
799
Moors & Cabot
Massachusetts
$236K
SF
800
Sun Financial
Utah
$236K