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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
FF
901
Frankly Finances
Florida
$58.5K
TLFA
902
True Link Financial Advisors
California
$57.4K
VWM
903
Vermillion Wealth Management
Minnesota
$57.4K
WB
904
Webster Bank
Connecticut
$55.1K
Citigroup
905
Citigroup
New York
$54.6K
GSEP
906
Golden State Equity Partners
California
$53K
PWAM
907
Private Wealth Asset Management
Iowa
$52.6K
FF
908
Finley Financial
Nevada
$51.6K
JHCP
909
Jackson Hole Capital Partners
Oklahoma
$51.1K
NSIM
910
North Star Investment Management
Illinois
$49.8K
OHWP
911
Oak Harbor Wealth Partners
North Carolina
$48.3K
T
912
Tidemark
California
$45.7K
DF
913
DecisionPoint Financial
Arizona
$44.2K
MCM
914
Manchester Capital Management
Vermont
$43.1K
IRC
915
Investors Research Corp
Georgia
$43.1K
CMP
916
Coston McIsaac & Partners
Maine
$43K
ATPW
917
Ashton Thomas Private Wealth
Arizona
$42.6K
RF
918
Roxbury Financial
New Jersey
$41.8K
GWM
919
Geneos Wealth Management
Colorado
$41.7K
CCMI
920
Creative Capital Management Investments
California
$41.4K
GWS
921
Glassman Wealth Services
Virginia
$40.4K
TCM
922
Tradewinds Capital Management
Washington
$40.3K
IAIM
923
International Assets Investment Management
Florida
$37.7K
CI
924
Cordant Inc
Oregon
$33.7K
KFG
925
Kingdom Financial Group
Arizona
$33.6K