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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
FGA
826
Fortis Group Advisors
New Jersey
$207K
CTA
827
Chesley Taft & Associates
Illinois
$206K
MA
828
Montag & Associates
Georgia
$206K
CNC
829
Canandaigua National Corp
New York
$205K
CWA
830
CJM Wealth Advisers
Virginia
$205K
IJWM
831
Inman Jager Wealth Management
Mississippi
$204K
WCFA
832
Walkner Condon Financial Advisors
Wisconsin
$203K
TCM
833
TruNorth Capital Management
Michigan
$202K
TA
834
Tectonic Advisors
Texas
$201K
PWA
835
Portus Wealth Advisors
North Carolina
$199K
NEWAS
836
N.E.W. Advisory Services
Wisconsin
$198K
CA
837
CoreCap Advisors
Michigan
$197K
PK
838
Pflug Koory
Nebraska
$192K
BA
839
Ballast Advisors
Minnesota
$190K
GWSA
840
Global Wealth Strategies & Associates
Colorado
$185K
CAL
841
Capital Analysts LLC
Pennsylvania
$176K
SWM
842
SHP Wealth Management
Massachusetts
$173K
DSC
843
Duncker Streett & Co
Missouri
$168K
VAI
844
Vanguard Advisers Inc
Pennsylvania
$163K
FG
845
Fairman Group
Pennsylvania
$160K
NG
846
NWK Group
California
$159K
BONH
847
Bank of New Hampshire
New Hampshire
$158K
KFI
848
Key Financial Inc
Pennsylvania
$157K
DCM
849
Davis Capital Management
Florida
$143K
RDFA
850
Ritter Daniher Financial Advisory
Ohio
$142K