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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
BC
876
Bulwark Capital
Florida
$83.1K
HC
877
Hurley Capital
New York
$80.8K
BIM
878
Breakwater Investment Management
Washington
$78.9K
BHWM
879
Beaird Harris Wealth Management
Texas
$78.3K
WSFS
880
Wilmington Savings Fund Society
Delaware
$74.3K
OC
881
Oakworth Capital
Alabama
$71.9K
AWA
882
Acumen Wealth Advisors
Tennessee
$71.2K
Qube Research & Technologies (QRT)
883
Qube Research & Technologies (QRT)
United Kingdom
$69.4K
UB
884
UMB Bank
Missouri
$68.8K
HPBT
885
Hickory Point Bank & Trust
Illinois
$66.4K
HFS
886
Hantz Financial Services
Michigan
$66K
PCM
887
Palouse Capital Management
Washington
$65.2K
MEG
888
Millstone Evans Group
Colorado
$62K
GWM
889
Gilpin Wealth Management
Colorado
$61.9K
MFC
890
Morris Financial Concepts
South Carolina
$58.8K
FF
891
Frankly Finances
Florida
$58.5K
TLFA
892
True Link Financial Advisors
California
$57.4K
VWM
893
Vermillion Wealth Management
Minnesota
$57.4K
WB
894
Webster Bank
Connecticut
$55.1K
Citigroup
895
Citigroup
New York
$54.6K
GSEP
896
Golden State Equity Partners
California
$53K
PWAM
897
Private Wealth Asset Management
Iowa
$52.6K
FF
898
Finley Financial
Nevada
$51.6K
JHCP
899
Jackson Hole Capital Partners
Oklahoma
$51.1K
NSIM
900
North Star Investment Management
Illinois
$49.8K