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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
NS
926
NBC Securities
Alabama
$25K
RIL
927
Rothschild Investment LLC
Illinois
$24.4K
RF
928
Rossby Financial
Florida
$24.3K
CFP
929
Comprehensive Financial Planning
Pennsylvania
$24.1K
CTC
930
Central Trust Company
Missouri
$22.4K
CT
931
Clearstead Trust
Maine
$22.4K
MB
932
MidFirst Bank
Oklahoma
$21.8K
HHGA
933
Halbert Hargrove Global Advisors
California
$20.2K
MSG
934
Main Street Group
Virginia
$19.9K
TWC
935
TD Waterhouse Canada
Ontario, Canada
$18.7K
TWM
936
TopTier Wealth Management
Wisconsin
$18.6K
HCM
937
Hollencrest Capital Management
California
$18.3K
AWM
938
Angeles Wealth Management
California
$17.3K
POIA
939
Pin Oak Investment Advisors
Texas
$17K
GWM
940
GSB Wealth Management
Connecticut
$15.8K
JFG
941
JDM Financial Group
Texas
$14.9K
1NWS
942
1 North Wealth Services
Maryland
$14.7K
DI
943
DAGCO Inc
Ohio
$14.1K
National Bank of Canada
944
National Bank of Canada
Quebec, Canada
$13.9K
DJSG
945
D.J. St. Germain
Massachusetts
$13.9K
BBHC
946
Brown Brothers Harriman & Co
New York
$13.9K
SIM
947
Synergy Investment Management
Florida
$13.2K
DF
948
Dunhill Financial
United Kingdom
$12.7K
ME
949
McIlrath & Eck
Washington
$12.3K
AEPWM
950
Atlantic Edge Private Wealth Management
Florida
$12.2K