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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
LAS
926
Lloyd Advisory Services
Georgia
$33.6K
AIC
927
Archer Investment Corporation
Indiana
$33.3K
PCA
928
Providence Capital Advisors
North Carolina
$33.2K
BCM
929
Blume Capital Management
California
$32.5K
CSPIA
930
Cary Street Partners Investment Advisory
Virginia
$31.5K
BW
931
Basepoint Wealth
Iowa
$29.4K
GGI
932
Godsey & Gibb Inc
Virginia
$28.6K
EA
933
Evergreen Advisors
Tennessee
$28.6K
AA
934
Addison Advisors
Vermont
$27.8K
AP
935
Atwood & Palmer
Missouri
$27.7K
NS
936
NBC Securities
Alabama
$25K
RIL
937
Rothschild Investment LLC
Illinois
$24.4K
RF
938
Rossby Financial
Florida
$24.3K
CFP
939
Comprehensive Financial Planning
Pennsylvania
$24.1K
CTC
940
Central Trust Company
Missouri
$22.4K
CT
941
Clearstead Trust
Maine
$22.4K
MB
942
MidFirst Bank
Oklahoma
$21.8K
HHGA
943
Halbert Hargrove Global Advisors
California
$20.2K
MSG
944
Main Street Group
Virginia
$19.9K
TWC
945
TD Waterhouse Canada
Ontario, Canada
$18.7K
TWM
946
TopTier Wealth Management
Wisconsin
$18.6K
HCM
947
Hollencrest Capital Management
California
$18.3K
AWM
948
Angeles Wealth Management
California
$17.3K
POIA
949
Pin Oak Investment Advisors
Texas
$17K
GWM
950
GSB Wealth Management
Connecticut
$15.8K