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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
Baird Financial Group
151
Baird Financial Group
Wisconsin
$8.09M
BCM
152
Brookstone Capital Management
Illinois
$7.96M
GCP
153
Gill Capital Partners
Colorado
$7.96M
ATWA
154
Arbor Trust Wealth Advisors
Michigan
$7.78M
SA
155
Scarborough Advisors
Maryland
$7.76M
CSP
156
Cary Street Partners
Virginia
$7.76M
TPI
157
Trust Point Inc
Wisconsin
$7.6M
WPIC
158
White Pine Investment Company
Michigan
$7.55M
JJBC
159
James J. Burns & Company
New York
$7.53M
WT
160
Whittier Trust
California
$7.48M
MWM
161
Meridian Wealth Management
Kentucky
$7.46M
RA
162
RFG Advisory
Alabama
$7.25M
MWP
163
Meridian Wealth Partners
Pennsylvania
$7.21M
CAM
164
Cresset Asset Management
Illinois
$7.21M
WETS
165
Wealth Enhancement Trust Services
South Dakota
$7.01M
NYLIM
166
New York Life Investment Management
New York
$6.91M
CPA
167
Cathy Pareto & Associates
Florida
$6.9M
BP
168
Broadleaf Partners
Ohio
$6.89M
CFIA
169
Cantor Fitzgerald Investment Advisors
New York
$6.82M
PWA
170
Peterson Wealth Advisors
Utah
$6.79M
JCM
171
Jacobi Capital Management
Pennsylvania
$6.67M
VIA
172
Victrix Investment Advisors
Florida
$6.62M
FSWA
173
Financial Synergies Wealth Advisors
Texas
$6.56M
DF
174
Downshift Financial
Colorado
$6.47M
Lido Advisors
175
Lido Advisors
California
$6.41M