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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
LIM
126
Leavell Investment Management
Alabama
$10.4M
NFG
127
Nadler Financial Group
Illinois
$10.3M
PMG
128
ProVise Management Group
Florida
$10.3M
MML Investors Services
129
MML Investors Services
Massachusetts
$10.3M
SWA
130
Sightline Wealth Advisors
Connecticut
$10.3M
LFG
131
Larson Financial Group
Missouri
$10.2M
Truist Financial
132
Truist Financial
North Carolina
$10.1M
FLFS
133
Family Legacy Financial Solutions
North Carolina
$9.93M
TPW
134
Tiller Private Wealth
Pennsylvania
$9.88M
LF
135
Lee Financial
Texas
$9.82M
VWA
136
Visionary Wealth Advisors
Illinois
$9.7M
HWM
137
HB Wealth Management
Georgia
$9.66M
GCA
138
Gradient Capital Advisors
California
$9.59M
BWM
139
Bernard Wealth Management
Michigan
$9.58M
AF
140
Allworth Financial
California
$9.58M
BSAM
141
Blue Square Asset Management
New York
$9.52M
PAG
142
Private Advisor Group
New Jersey
$9.36M
MS
143
Monetary Solutions
Ohio
$9.3M
AFP
144
Ausdal Financial Partners
Iowa
$9.2M
SS
145
Sunbelt Securities
Texas
$9.19M
VFIC
146
Valley Forge Investment Consultants
Pennsylvania
$8.98M
PIMG
147
Patriot Investment Management Group
Tennessee
$8.69M
AMM
148
American Money Management
California
$8.57M
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$8.3M
BDF
150
Black Diamond Financial
Maryland
$8.26M