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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
OHWP
901
Oak Harbor Wealth Partners
North Carolina
$48.3K
T
902
Tidemark
California
$45.7K
DF
903
DecisionPoint Financial
Arizona
$44.2K
MCM
904
Manchester Capital Management
Vermont
$43.1K
IRC
905
Investors Research Corp
Georgia
$43.1K
CMP
906
Coston McIsaac & Partners
Maine
$43K
ATPW
907
Ashton Thomas Private Wealth
Arizona
$42.6K
RF
908
Roxbury Financial
New Jersey
$41.8K
GWM
909
Geneos Wealth Management
Colorado
$41.7K
CCMI
910
Creative Capital Management Investments
California
$41.4K
GWS
911
Glassman Wealth Services
Virginia
$40.4K
TCM
912
Tradewinds Capital Management
Washington
$40.3K
IAIM
913
International Assets Investment Management
Florida
$37.7K
CI
914
Cordant Inc
Oregon
$33.7K
KFG
915
Kingdom Financial Group
Arizona
$33.6K
LAS
916
Lloyd Advisory Services
Georgia
$33.6K
AIC
917
Archer Investment Corporation
Indiana
$33.3K
PCA
918
Providence Capital Advisors
North Carolina
$33.2K
BCM
919
Blume Capital Management
California
$32.5K
CSPIA
920
Cary Street Partners Investment Advisory
Virginia
$31.5K
BW
921
Basepoint Wealth
Iowa
$29.4K
GGI
922
Godsey & Gibb Inc
Virginia
$28.6K
EA
923
Evergreen Advisors
Tennessee
$28.6K
AA
924
Addison Advisors
Vermont
$27.8K
AP
925
Atwood & Palmer
Missouri
$27.7K