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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
SAM
876
Smartleaf Asset Management
Massachusetts
$106K
GSWM
877
Golden State Wealth Management
California
$106K
OA
878
Operose Advisors
Wisconsin
$103K
FFA
879
Founders Financial Alliance
North Carolina
$93.7K
AT
880
Arlington Trust
Alabama
$92.9K
Russell Investments Group
881
Russell Investments Group
United Kingdom
$91.9K
SWP
882
Strategic Wealth Partners
Ohio
$89.9K
MBFW
883
Morton Brown Family Wealth
Pennsylvania
$89.2K
FCT
884
First Community Trust
Iowa
$88.5K
FW
885
Fairway Wealth
Ohio
$87.2K
BC
886
Bulwark Capital
Florida
$83.1K
HC
887
Hurley Capital
New York
$80.8K
BIM
888
Breakwater Investment Management
Washington
$78.9K
BHWM
889
Beaird Harris Wealth Management
Texas
$78.3K
WSFS
890
Wilmington Savings Fund Society
Delaware
$74.3K
OC
891
Oakworth Capital
Alabama
$71.9K
AWA
892
Acumen Wealth Advisors
Tennessee
$71.2K
Qube Research & Technologies (QRT)
893
Qube Research & Technologies (QRT)
United Kingdom
$69.4K
UB
894
UMB Bank
Missouri
$68.8K
HPBT
895
Hickory Point Bank & Trust
Illinois
$66.4K
HFS
896
Hantz Financial Services
Michigan
$66K
PCM
897
Palouse Capital Management
Washington
$65.2K
MEG
898
Millstone Evans Group
Colorado
$62K
GWM
899
Gilpin Wealth Management
Colorado
$61.9K
MFC
900
Morris Financial Concepts
South Carolina
$58.8K