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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
JFGIW
851
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K
CT
852
Coastline Trust
Rhode Island
$134K
S
853
SignatureFD
Georgia
$131K
EA
854
Evolution Advisers
Virginia
$129K
BF
855
BOK Financial
Oklahoma
$128K
MAFA
856
MJT & Associates Financial Advisory
Minnesota
$123K
SGK
857
Steigerwald Gordon & Koch
Virginia
$121K
SAP
858
Strategic Advisory Partners
North Carolina
$121K
RFP
859
Root Financial Partners
California
$120K
AssetMark Inc
860
AssetMark Inc
California
$119K
RMP
861
Richards, Merrill & Peterson
Washington
$118K
CCWM
862
Cassaday & Co Wealth Management
Virginia
$117K
SFC
863
SYM Financial Corp
Indiana
$114K
BTI
864
Blue Trust Inc
Georgia
$112K
SAM
865
Smartleaf Asset Management
Massachusetts
$106K
GSWM
866
Golden State Wealth Management
California
$106K
OA
867
Operose Advisors
Wisconsin
$103K
FFA
868
Founders Financial Alliance
North Carolina
$93.7K
AT
869
Arlington Trust
Alabama
$92.9K
Russell Investments Group
870
Russell Investments Group
United Kingdom
$91.9K
SWP
871
Strategic Wealth Partners
Ohio
$89.9K
MBFW
872
Morton Brown Family Wealth
Pennsylvania
$89.2K
FCT
873
First Community Trust
Iowa
$88.5K
FW
874
Fairway Wealth
Ohio
$87.2K
WWM
875
Western Wealth Management
Colorado
$85.8K