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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
JFG
951
JDM Financial Group
Texas
$14.9K
1NWS
952
1 North Wealth Services
Maryland
$14.7K
DI
953
DAGCO Inc
Ohio
$14.1K
DJSG
954
D.J. St. Germain
Massachusetts
$13.9K
National Bank of Canada
955
National Bank of Canada
Quebec, Canada
$13.9K
BBHC
956
Brown Brothers Harriman & Co
New York
$13.9K
SIM
957
Synergy Investment Management
Florida
$13.2K
DF
958
Dunhill Financial
United Kingdom
$12.7K
ME
959
McIlrath & Eck
Washington
$12.3K
AEPWM
960
Atlantic Edge Private Wealth Management
Florida
$12.2K
PIS
961
POM Investment Strategies
North Carolina
$11.6K
LWMI
962
Legacy Wealth Management (Idaho)
Idaho
$11.6K
HCM
963
Horrell Capital Management
Arkansas
$11.1K
RG
964
RHL Group
Michigan
$11K
PIP
965
Peachtree Investment Partners
Florida
$10.7K
VWM
966
Valley Wealth Managers
New Jersey
$10.5K
TCM
967
Triumph Capital Management
Colorado
$10.3K
SL
968
Salomon & Ludwin
Virginia
$9.7K
MPWT
969
MassMutual Private Wealth & Trust
Connecticut
$9.29K
KFAS
970
Keating Financial Advisory Services
Kansas
$9.1K
DWP
971
Destiny Wealth Partners
Florida
$9.07K
CT
972
Colonial Trust
South Carolina
$8.82K
SIS
973
Sound Income Strategies
Florida
$8.81K
BFPW
974
BOK Financial Private Wealth
Colorado
$8.45K
HBW
975
Hazlett, Burt & Watson
West Virginia
$8K