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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
CSC
976
Caldwell Sutter Capital
California
$4.09K
MCA
977
McGuire Capital Advisors
Oklahoma
$3.93K
OPTFSNA
978
Old Point Trust & Financial Services N A
Virginia
$3.9K
CVM
979
Cheviot Value Management
California
$3.34K
FNWA
980
Financial Network Wealth Advisors
Utah
$3.16K
IF
981
Integrity Financial
Wyoming
$3.1K
CTWM
982
Cherry Tree Wealth Management
Minnesota
$2.93K
Simplex Trading
983
Simplex Trading
Illinois
$2.54K
GI
984
GAMMA Investing
California
$2.26K
EWM
985
Evolution Wealth Management
Florida
$2.23K
GK
986
Graney & King
New York
$2.04K
HDIM
987
Hanson & Doremus Investment Management
Vermont
$2K
CPBTD
988
Central Pacific Bank - Trust Division
Hawaii
$1.76K
WAG
989
Wilkerson Advisory Group
Missouri
$1.62K
PCFFS
990
Pacific Center for Financial Services
California
$1.12K
NA
991
Networth Advisors
Pennsylvania
$1.11K
TPW
992
Talon Private Wealth
Florida
$1.08K
AP
993
Advisortrust Partners
North Carolina
$962
MWC
994
MBM Wealth Consultants
Missouri
$650
TC
995
Trust Company
Kansas
$495
BA
996
Blueline Advisors
New Hampshire
$475
QC
997
Quent Capital
New York
$464
AWM
998
Abound Wealth Management
Tennessee
$181
HR
999
Howe & Rusling
New York
$156
Two Sigma Investments
1000
Two Sigma Investments
New York