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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
PIS
951
POM Investment Strategies
North Carolina
$11.6K
LWMI
952
Legacy Wealth Management (Idaho)
Idaho
$11.6K
HCM
953
Horrell Capital Management
Arkansas
$11.1K
RG
954
RHL Group
Michigan
$11K
PIP
955
Peachtree Investment Partners
Florida
$10.7K
VWM
956
Valley Wealth Managers
New Jersey
$10.5K
TCM
957
Triumph Capital Management
Colorado
$10.3K
SL
958
Salomon & Ludwin
Virginia
$9.7K
MPWT
959
MassMutual Private Wealth & Trust
Connecticut
$9.29K
KFAS
960
Keating Financial Advisory Services
Kansas
$9.1K
DWP
961
Destiny Wealth Partners
Florida
$9.07K
CT
962
Colonial Trust
South Carolina
$8.82K
SIS
963
Sound Income Strategies
Florida
$8.81K
BFPW
964
BOK Financial Private Wealth
Colorado
$8.45K
HBW
965
Hazlett, Burt & Watson
West Virginia
$8K
RFG
966
REAP Financial Group
Texas
$7.89K
CFB
967
Cullen/Frost Bankers
Texas
$7.55K
APW
968
Atlantic Private Wealth
North Carolina
$6.8K
TWIM
969
TIAA Wealth Investment Management
New York
$6.74K
BAM
970
Bellevue Asset Management
Washington
$6.32K
HWA
971
Heritage Wealth Advisors
Virginia
$6.18K
CPG
972
Cornerstone Planning Group
New Jersey
$5.61K
ACM
973
Anfield Capital Management
California
$5.39K
CCMW
974
Cypress Capital Management (Wyoming)
Wyoming
$4.37K
BDPWM
975
Barnes Dennig Private Wealth Management
Ohio
$4.33K