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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
SCA
776
Snowden Capital Advisors
New York
$245K
FM
777
Family Management
New York
$244K
FNT
778
First National Trust
Pennsylvania
$244K
AFTS
779
American Financial & Tax Strategies
New York
$244K
ODIJL
780
One Day In July LLC
Vermont
$244K
MWM
781
MOR Wealth Management
Pennsylvania
$243K
AP
782
Appleton Partners
Massachusetts
$243K
BWP
783
Balboa Wealth Partners
Arizona
$243K
SWA
784
Sax Wealth Advisors
New Jersey
$242K
PGAM
785
Princeton Global Asset Management
New Jersey
$240K
HWM
786
Heirloom Wealth Management
Colorado
$240K
SI
787
Stephens Inc
Arkansas
$238K
LC
788
LCNB Corp
Ohio
$238K
MC
789
Moors & Cabot
Massachusetts
$236K
SF
790
Sun Financial
Utah
$236K
VCA
791
Verdence Capital Advisors
Maryland
$234K
M
792
MOTCO
Texas
$233K
OPW
793
Osprey Private Wealth
New York
$232K
FMN
794
Financial Management Network
California
$231K
LWM
795
Lodestone Wealth Management
Washington
$231K
CST
796
Charles Schwab Trust
Nevada
$230K
KeyBank National Association
797
KeyBank National Association
Ohio
$230K
FFM
798
Forum Financial Management
Illinois
$229K
AWM
799
Act Wealth Management
Texas
$228K
PWM
800
Peterson Wealth Management
Nevada
$227K