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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
CICC
826
Capital Investment Counsel (Colorado)
Colorado
$213K
WFS
827
WealthGarden F.S.
California
$213K
GCM
828
Glaxis Capital Management
Florida
$213K
OAM
829
Oppenheimer Asset Management
New York
$212K
FWCM
830
Ferguson Wellman Capital Management
Oregon
$212K
PWA
831
Pitcairn Wealth Advisors
Pennsylvania
$211K
JIC
832
Joel Isaacson & Co
New York
$210K
PA
833
Procyon Advisors
Connecticut
$210K
WW
834
Winnow Wealth
Texas
$208K
GCM
835
Gambit Capital Management
Tennessee
$207K
FGA
836
Fortis Group Advisors
New Jersey
$207K
CTA
837
Chesley Taft & Associates
Illinois
$206K
MA
838
Montag & Associates
Georgia
$206K
CNC
839
Canandaigua National Corp
New York
$205K
CWA
840
CJM Wealth Advisers
Virginia
$205K
IJWM
841
Inman Jager Wealth Management
Mississippi
$204K
WCFA
842
Walkner Condon Financial Advisors
Wisconsin
$203K
TCM
843
TruNorth Capital Management
Michigan
$202K
TA
844
Tectonic Advisors
Texas
$201K
PWA
845
Portus Wealth Advisors
North Carolina
$199K
NEWAS
846
N.E.W. Advisory Services
Wisconsin
$198K
CA
847
CoreCap Advisors
Michigan
$197K
PK
848
Pflug Koory
Nebraska
$192K
BA
849
Ballast Advisors
Minnesota
$190K
GWSA
850
Global Wealth Strategies & Associates
Colorado
$185K