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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
WTC
101
WhitTier Trust Company
Nevada
$12.4M
HFS
102
Horizon Financial Services
North Carolina
$12.4M
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$12.2M
PFM
104
Peak Financial Management
Massachusetts
$12.1M
UBS AM
105
UBS AM
Illinois
$11.9M
LA
106
LexAurum Advisors
Kansas
$11.9M
BAMG
107
Brand Asset Management Group
Missouri
$11.8M
AWM
108
Avior Wealth Management
Nebraska
$11.7M
AWMG
109
Alliance Wealth Management Group
New Jersey
$11.6M
TCM
110
Towercrest Capital Management
Pennsylvania
$11.6M
HSA
111
HBK Sorce Advisory
Pennsylvania
$11.4M
NSAM
112
North Star Asset Management
Wisconsin
$11.3M
MTIC
113
Missouri Trust & Investment Company
Missouri
$11.3M
VNA
114
Valley National Advisers
Pennsylvania
$11.2M
KCPG
115
Kavar Capital Partners Group
Kansas
$11.2M
MCC
116
Money Concepts Capital
Florida
$11M
CKAIS
117
Christensen King & Associates Investment Services
Washington
$11M
CA
118
Clearstead Advisors
Ohio
$10.8M
OFG
119
Omega Financial Group
California
$10.8M
SFWC
120
Strategic Family Wealth Counselors
New Jersey
$10.8M
EGWAG
121
Elwood & Goetz Wealth Advisory Group
Georgia
$10.7M
LCC
122
Lincoln Capital Corp
Rhode Island
$10.6M
MIA
123
Milestone Investment Advisors
Wisconsin
$10.4M
LIM
124
Leavell Investment Management
Alabama
$10.4M
NFG
125
Nadler Financial Group
Illinois
$10.3M