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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
SFP
76
Sherwood Financial Partners
California
$15.3M
WF
77
Womack Financial
Texas
$15.2M
AQR Capital Management
78
AQR Capital Management
Connecticut
$15.1M
FCM
79
Fortis Capital Management
Washington
$15.1M
FFN
80
Focus Financial Network
Minnesota
$15M
HWA
81
HHM Wealth Advisors
Tennessee
$15M
SC
82
Savant Capital
Illinois
$14.8M
HG
83
Harbor Group
New Hampshire
$14.7M
JP Morgan Chase
84
JP Morgan Chase
New York
$14.6M
CCA
85
Clearwater Capital Advisors
Illinois
$14.6M
LPAM
86
Lodestar Private Asset Management
California
$14.6M
Wells Fargo
87
Wells Fargo
California
$14.5M
IAS
88
IMA Advisory Services
Colorado
$14.5M
PAI
89
Pittenger & Anderson Inc
Nebraska
$14.3M
SDWMA
90
Schneider Downs Wealth Management Advisors
Pennsylvania
$14.3M
CMP
91
Courage Miller Partners
Virginia
$14.2M
FFA
92
Farther Finance Advisors
California
$13.7M
WCFP
93
White & Co Financial Planning
Washington
$13.5M
FTS
94
Fifth Third Securities
Ohio
$13.4M
CCM
95
Cannon Capital Management
Utah
$13.4M
CCFM
96
Clear Creek Financial Management
Washington
$13.3M
PSP
97
Pacific Sage Partners
Washington
$13M
SIG
98
Spinnaker Investment Group
California
$12.9M
RSEWM
99
River's Edge Wealth Management
Pennsylvania
$12.8M
DC
100
Davenport & Co
Virginia
$12.8M