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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
BEI
101
Benjamin Edwards Inc
Missouri
$12.6M
SJIM
102
St. Johns Investment Management
Florida
$12.5M
WTC
103
WhitTier Trust Company
Nevada
$12.4M
HFS
104
Horizon Financial Services
North Carolina
$12.4M
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$12.2M
PFM
106
Peak Financial Management
Massachusetts
$12.1M
UBS AM
107
UBS AM
Illinois
$11.9M
LA
108
LexAurum Advisors
Kansas
$11.9M
BAMG
109
Brand Asset Management Group
Missouri
$11.8M
AWM
110
Avior Wealth Management
Nebraska
$11.7M
AWMG
111
Alliance Wealth Management Group
New Jersey
$11.6M
TCM
112
Towercrest Capital Management
Pennsylvania
$11.6M
HSA
113
HBK Sorce Advisory
Pennsylvania
$11.4M
NSAM
114
North Star Asset Management
Wisconsin
$11.3M
MTIC
115
Missouri Trust & Investment Company
Missouri
$11.3M
VNA
116
Valley National Advisers
Pennsylvania
$11.2M
KCPG
117
Kavar Capital Partners Group
Kansas
$11.2M
MCC
118
Money Concepts Capital
Florida
$11M
CKAIS
119
Christensen King & Associates Investment Services
Washington
$11M
CA
120
Clearstead Advisors
Ohio
$10.8M
OFG
121
Omega Financial Group
California
$10.8M
SFWC
122
Strategic Family Wealth Counselors
New Jersey
$10.8M
EGWAG
123
Elwood & Goetz Wealth Advisory Group
Georgia
$10.7M
LCC
124
Lincoln Capital Corp
Rhode Island
$10.6M
MIA
125
Milestone Investment Advisors
Wisconsin
$10.4M