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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
TWIM
976
TIAA Wealth Investment Management
New York
$6.74K
BAM
977
Bellevue Asset Management
Washington
$6.32K
HWA
978
Heritage Wealth Advisors
Virginia
$6.18K
CPG
979
Cornerstone Planning Group
New Jersey
$5.61K
ACM
980
Anfield Capital Management
California
$5.39K
CCMW
981
Cypress Capital Management (Wyoming)
Wyoming
$4.37K
BDPWM
982
Barnes Dennig Private Wealth Management
Ohio
$4.33K
CSC
983
Caldwell Sutter Capital
California
$4.09K
MCA
984
McGuire Capital Advisors
Oklahoma
$3.93K
OPTFSNA
985
Old Point Trust & Financial Services N A
Virginia
$3.9K
CVM
986
Cheviot Value Management
California
$3.34K
FNWA
987
Financial Network Wealth Advisors
Utah
$3.16K
IF
988
Integrity Financial
Wyoming
$3.1K
CTWM
989
Cherry Tree Wealth Management
Minnesota
$2.93K
Simplex Trading
990
Simplex Trading
Illinois
$2.54K
GI
991
GAMMA Investing
California
$2.26K
EWM
992
Evolution Wealth Management
Florida
$2.23K
GK
993
Graney & King
New York
$2.04K
HDIM
994
Hanson & Doremus Investment Management
Vermont
$2K
CPBTD
995
Central Pacific Bank - Trust Division
Hawaii
$1.76K
WAG
996
Wilkerson Advisory Group
Missouri
$1.62K
PCFFS
997
Pacific Center for Financial Services
California
$1.12K
NA
998
Networth Advisors
Pennsylvania
$1.11K
TPW
999
Talon Private Wealth
Florida
$1.08K
AP
1000
Advisortrust Partners
North Carolina
$962