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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
VCA
801
Verdence Capital Advisors
Maryland
$234K
M
802
MOTCO
Texas
$233K
OPW
803
Osprey Private Wealth
New York
$232K
FMN
804
Financial Management Network
California
$231K
LWM
805
Lodestone Wealth Management
Washington
$231K
CST
806
Charles Schwab Trust
Nevada
$230K
KeyBank National Association
807
KeyBank National Association
Ohio
$230K
FFM
808
Forum Financial Management
Illinois
$229K
AWM
809
Act Wealth Management
Texas
$228K
PWM
810
Peterson Wealth Management
Nevada
$227K
EWM
811
Evercore Wealth Management
New York
$227K
HI
812
Human Investing
Oregon
$223K
MIP
813
Marietta Investment Partners
Wisconsin
$223K
PAMG
814
Patton Albertson Miller Group
Tennessee
$222K
AMIM
815
Aull & Monroe Investment Management
Alabama
$222K
FD
816
Financial Designs
California
$220K
OC
817
Optima Capital
Oregon
$220K
WAS
818
Westco Advisory Services
New York
$220K
RWM
819
Revisor Wealth Management
Ohio
$219K
TWM
820
Topsail Wealth Management
North Carolina
$219K
LFS
821
Legacy Financial Strategies
Kansas
$217K
HP
822
HT Partners
Connecticut
$217K
HIC
823
Hartline Investment Corp
Illinois
$215K
RPA
824
Rock Point Advisors
Vermont
$214K
SC
825
SouthState Corp
Florida
$214K