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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
RFG
976
REAP Financial Group
Texas
$7.89K
CFB
977
Cullen/Frost Bankers
Texas
$7.55K
APW
978
Atlantic Private Wealth
North Carolina
$6.8K
TWIM
979
TIAA Wealth Investment Management
New York
$6.74K
BAM
980
Bellevue Asset Management
Washington
$6.32K
HWA
981
Heritage Wealth Advisors
Virginia
$6.18K
CPG
982
Cornerstone Planning Group
New Jersey
$5.61K
ACM
983
Anfield Capital Management
California
$5.39K
CCMW
984
Cypress Capital Management (Wyoming)
Wyoming
$4.37K
BDPWM
985
Barnes Dennig Private Wealth Management
Ohio
$4.33K
CSC
986
Caldwell Sutter Capital
California
$4.09K
MCA
987
McGuire Capital Advisors
Oklahoma
$3.93K
OPTFSNA
988
Old Point Trust & Financial Services N A
Virginia
$3.9K
CVM
989
Cheviot Value Management
California
$3.34K
FNWA
990
Financial Network Wealth Advisors
Utah
$3.16K
IF
991
Integrity Financial
Wyoming
$3.1K
CTWM
992
Cherry Tree Wealth Management
Minnesota
$2.93K
Simplex Trading
993
Simplex Trading
Illinois
$2.54K
TBFA
994
Three Bearings Fiduciary Advisors
New Hampshire
$2.35K
GI
995
GAMMA Investing
California
$2.26K
EWM
996
Evolution Wealth Management
Florida
$2.23K
GK
997
Graney & King
New York
$2.04K
HDIM
998
Hanson & Doremus Investment Management
Vermont
$2K
CPBTD
999
Central Pacific Bank - Trust Division
Hawaii
$1.76K
WAG
1000
Wilkerson Advisory Group
Missouri
$1.62K