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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$15.1M
FCM
77
Fortis Capital Management
Washington
$15.1M
FFN
78
Focus Financial Network
Minnesota
$15M
HWA
79
HHM Wealth Advisors
Tennessee
$15M
SC
80
Savant Capital
Illinois
$14.8M
HG
81
Harbor Group
New Hampshire
$14.7M
JP Morgan Chase
82
JP Morgan Chase
New York
$14.6M
CCA
83
Clearwater Capital Advisors
Illinois
$14.6M
LPAM
84
Lodestar Private Asset Management
California
$14.6M
Wells Fargo
85
Wells Fargo
California
$14.5M
IAS
86
IMA Advisory Services
Colorado
$14.5M
PAI
87
Pittenger & Anderson Inc
Nebraska
$14.3M
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$14.3M
CMP
89
Courage Miller Partners
Virginia
$14.2M
FFA
90
Farther Finance Advisors
California
$13.7M
WCFP
91
White & Co Financial Planning
Washington
$13.5M
FTS
92
Fifth Third Securities
Ohio
$13.4M
CCM
93
Cannon Capital Management
Utah
$13.4M
CCFM
94
Clear Creek Financial Management
Washington
$13.3M
PSP
95
Pacific Sage Partners
Washington
$13M
SIG
96
Spinnaker Investment Group
California
$12.9M
RSEWM
97
River's Edge Wealth Management
Pennsylvania
$12.8M
DC
98
Davenport & Co
Virginia
$12.8M
BEI
99
Benjamin Edwards Inc
Missouri
$12.6M
SJIM
100
St. Johns Investment Management
Florida
$12.5M