We are live on ! Find out more
SCHM icon

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
PCFFS
1001
Pacific Center for Financial Services
California
$1.12K
NA
1002
Networth Advisors
Pennsylvania
$1.11K
TPW
1003
Talon Private Wealth
Florida
$1.08K
AP
1004
Advisortrust Partners
North Carolina
$962
MWC
1005
MBM Wealth Consultants
Missouri
$650
TC
1006
Trust Company
Kansas
$495
BA
1007
Blueline Advisors
New Hampshire
$475
QC
1008
Quent Capital
New York
$464
AWM
1009
Abound Wealth Management
Tennessee
$181
HR
1010
Howe & Rusling
New York
$156
Two Sigma Investments
1011
Two Sigma Investments
New York
SFP
1012
Strategic Financial Planning
Texas
JWCA
1013
J.W. Cole Advisors
Florida
CAM
1014
Chandler Asset Management
California
Susquehanna International Group
1015
Susquehanna International Group
Pennsylvania
Tudor Investment Corp
1016
Tudor Investment Corp
Connecticut
FTUS
1017
Flow Traders U.S.
New York
DAS
1018
Diversify Advisory Services
Utah
STA
1019
Summit Trail Advisors
New York
SCM
1020
SOL Capital Management
Maryland
DADC
1021
D.A. Davidson & Co
Montana
BCI
1022
Brinker Capital Investments
Pennsylvania
MPIA
1023
Milestones Private Investment Advisors
New York
BRWA
1024
B. Riley Wealth Advisors
Florida
M&T Bank
1025
M&T Bank
New York