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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
CAL
851
Capital Analysts LLC
Pennsylvania
$176K
SWM
852
SHP Wealth Management
Massachusetts
$173K
DSC
853
Duncker Streett & Co
Missouri
$168K
VAI
854
Vanguard Advisers Inc
Pennsylvania
$163K
FG
855
Fairman Group
Pennsylvania
$160K
NG
856
NWK Group
California
$159K
BONH
857
Bank of New Hampshire
New Hampshire
$158K
KFI
858
Key Financial Inc
Pennsylvania
$157K
DCM
859
Davis Capital Management
Florida
$143K
RDFA
860
Ritter Daniher Financial Advisory
Ohio
$142K
GT
861
Glenmede Trust
Pennsylvania
$138K
JFGIW
862
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K
CT
863
Coastline Trust
Rhode Island
$134K
S
864
SignatureFD
Georgia
$131K
EA
865
Evolution Advisers
Virginia
$129K
BF
866
BOK Financial
Oklahoma
$128K
MAFA
867
MJT & Associates Financial Advisory
Minnesota
$123K
SGK
868
Steigerwald Gordon & Koch
Virginia
$121K
SAP
869
Strategic Advisory Partners
North Carolina
$121K
RFP
870
Root Financial Partners
California
$120K
AssetMark Inc
871
AssetMark Inc
California
$119K
RMP
872
Richards, Merrill & Peterson
Washington
$118K
CCWM
873
Cassaday & Co Wealth Management
Virginia
$117K
SFC
874
SYM Financial Corp
Indiana
$114K
BTI
875
Blue Trust Inc
Georgia
$112K