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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
FRA
1026
Frank Rimerman Advisors
California
GRR
1027
Golden Reserve Retirement
Ohio
MFG
1028
Magnus Financial Group
New York
LEA
1029
Legacy Edge Advisors
New York
TIAA Trust, National Association
1030
TIAA Trust, National Association
North Carolina
ACM
1031
Argent Capital Management
Missouri
BAS
1032
Breakthru Advisory Services
Wisconsin
FFS
1033
Founders Financial Securities
Maryland
FA
1034
FSA Advisors
Michigan
CCWP
1035
Cedar Cove Wealth Partners
Minnesota
PFA
1036
Providence Financial Advisors
Kansas
ACM
1037
Advisors Capital Management
New Jersey
UW
1038
Unique Wealth
Florida
AFA
1039
Arlington Financial Advisors
California
BRWM
1040
Blue Rock Wealth Management
North Carolina
HCM
1041
Hengehold Capital Management
Ohio
CIC
1042
Carnegie Investment Counsel
Ohio
CP
1043
Camelot Portfolios
Ohio
EB
1044
Eastern Bank
Massachusetts
UFPG
1045
United Financial Planning Group
New York
IIM
1046
IFC & Insurance Marketing
California
EPG
1047
Estate Planners Group
Pennsylvania
CJ
1048
Caitlin John
Michigan
ETC
1049
Exchange Traded Concepts
Oklahoma
GAMC
1050
Garner Asset Management Corp
Texas