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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
EWM
801
Evercore Wealth Management
New York
$227K
HI
802
Human Investing
Oregon
$223K
MIP
803
Marietta Investment Partners
Wisconsin
$223K
PAMG
804
Patton Albertson Miller Group
Tennessee
$222K
AMIM
805
Aull & Monroe Investment Management
Alabama
$222K
FD
806
Financial Designs
California
$220K
OC
807
Optima Capital
Oregon
$220K
WAS
808
Westco Advisory Services
New York
$220K
RWM
809
Revisor Wealth Management
Ohio
$219K
TWM
810
Topsail Wealth Management
North Carolina
$219K
LFS
811
Legacy Financial Strategies
Kansas
$217K
HP
812
HT Partners
Connecticut
$217K
HIC
813
Hartline Investment Corp
Illinois
$215K
RPA
814
Rock Point Advisors
Vermont
$214K
SC
815
SouthState Corp
Florida
$214K
CICC
816
Capital Investment Counsel (Colorado)
Colorado
$213K
WFS
817
WealthGarden F.S.
California
$213K
GCM
818
Glaxis Capital Management
Florida
$213K
OAM
819
Oppenheimer Asset Management
New York
$212K
FWCM
820
Ferguson Wellman Capital Management
Oregon
$212K
PWA
821
Pitcairn Wealth Advisors
Pennsylvania
$211K
JIC
822
Joel Isaacson & Co
New York
$210K
PA
823
Procyon Advisors
Connecticut
$210K
WW
824
Winnow Wealth
Texas
$208K
GCM
825
Gambit Capital Management
Tennessee
$207K