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Schwab US Mid-Cap ETF

1,005 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 77 funds opening new positions, 360 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:

5% less funds holding in top 10

Funds holding in top 10: 6663 (-3)

10% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 401

Holders
1,005
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
BCM
926
Blume Capital Management
California
$32.5K
CSPIA
927
Cary Street Partners Investment Advisory
Virginia
$31.5K
BW
928
Basepoint Wealth
Iowa
$29.4K
GGI
929
Godsey & Gibb Inc
Virginia
$28.6K
EA
930
Evergreen Advisors
Tennessee
$28.6K
AA
931
Addison Advisors
Vermont
$27.8K
AP
932
Atwood & Palmer
Missouri
$27.7K
NS
933
NBC Securities
Alabama
$25K
RIL
934
Rothschild Investment LLC
Illinois
$24.4K
RF
935
Rossby Financial
Florida
$24.3K
CFP
936
Comprehensive Financial Planning
Pennsylvania
$24.1K
CTC
937
Central Trust Company
Missouri
$22.4K
CT
938
Clearstead Trust
Maine
$22.4K
MB
939
MidFirst Bank
Oklahoma
$21.8K
HHGA
940
Halbert Hargrove Global Advisors
California
$20.2K
MSG
941
Main Street Group
Virginia
$19.9K
TWC
942
TD Waterhouse Canada
Ontario, Canada
$18.7K
TWM
943
TopTier Wealth Management
Wisconsin
$18.6K
HCM
944
Hollencrest Capital Management
California
$18.3K
AWM
945
Angeles Wealth Management
California
$17.3K
POIA
946
Pin Oak Investment Advisors
Texas
$17K
GWM
947
GSB Wealth Management
Connecticut
$15.8K
JFG
948
JDM Financial Group
Texas
$14.9K
1NWS
949
1 North Wealth Services
Maryland
$14.7K
DI
950
DAGCO Inc
Ohio
$14.1K