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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
National Bank of Canada
951
National Bank of Canada
Quebec, Canada
$13.9K
DJSG
952
D.J. St. Germain
Massachusetts
$13.9K
BBHC
953
Brown Brothers Harriman & Co
New York
$13.9K
SIM
954
Synergy Investment Management
Florida
$13.2K
DF
955
Dunhill Financial
United Kingdom
$12.7K
ME
956
McIlrath & Eck
Washington
$12.3K
AEPWM
957
Atlantic Edge Private Wealth Management
Florida
$12.2K
PIS
958
POM Investment Strategies
North Carolina
$11.6K
LWMI
959
Legacy Wealth Management (Idaho)
Idaho
$11.6K
HCM
960
Horrell Capital Management
Arkansas
$11.1K
RG
961
RHL Group
Michigan
$11K
PIP
962
Peachtree Investment Partners
Florida
$10.7K
VWM
963
Valley Wealth Managers
New Jersey
$10.5K
TCM
964
Triumph Capital Management
Colorado
$10.3K
SL
965
Salomon & Ludwin
Virginia
$9.7K
MPWT
966
MassMutual Private Wealth & Trust
Connecticut
$9.29K
KFAS
967
Keating Financial Advisory Services
Kansas
$9.1K
DWP
968
Destiny Wealth Partners
Florida
$9.07K
CT
969
Colonial Trust
South Carolina
$8.82K
SIS
970
Sound Income Strategies
Florida
$8.81K
BFPW
971
BOK Financial Private Wealth
Colorado
$8.45K
HBW
972
Hazlett, Burt & Watson
West Virginia
$8K
RFG
973
REAP Financial Group
Texas
$7.89K
CFB
974
Cullen/Frost Bankers
Texas
$7.55K
APW
975
Atlantic Private Wealth
North Carolina
$6.8K