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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
PMG
126
ProVise Management Group
Florida
$10.3M
MML Investors Services
127
MML Investors Services
Massachusetts
$10.3M
SWA
128
Sightline Wealth Advisors
Connecticut
$10.3M
LFG
129
Larson Financial Group
Missouri
$10.2M
Truist Financial
130
Truist Financial
North Carolina
$10.1M
FLFS
131
Family Legacy Financial Solutions
North Carolina
$9.93M
TPW
132
Tiller Private Wealth
Pennsylvania
$9.88M
LF
133
Lee Financial
Texas
$9.82M
VWA
134
Visionary Wealth Advisors
Illinois
$9.7M
HWM
135
HB Wealth Management
Georgia
$9.66M
GCA
136
Gradient Capital Advisors
California
$9.59M
BWM
137
Bernard Wealth Management
Michigan
$9.58M
AF
138
Allworth Financial
California
$9.58M
BSAM
139
Blue Square Asset Management
New York
$9.52M
PAG
140
Private Advisor Group
New Jersey
$9.36M
MS
141
Monetary Solutions
Ohio
$9.3M
AFP
142
Ausdal Financial Partners
Iowa
$9.2M
SS
143
Sunbelt Securities
Texas
$9.19M
VFIC
144
Valley Forge Investment Consultants
Pennsylvania
$8.98M
PIMG
145
Patriot Investment Management Group
Tennessee
$8.69M
AMM
146
American Money Management
California
$8.57M
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$8.3M
BDF
148
Black Diamond Financial
Maryland
$8.26M
PVAMC
149
PPS&V Asset Management Consultants
Michigan
$8.2M
MFT
150
Moisand Fitzgerald Tamayo
Florida
$8.19M