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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
KBFS
176
Kohmann Bosshard Financial Services
Ohio
$6.35M
AIM
177
Anchor Investment Management
South Carolina
$6.35M
MFG
178
Merit Financial Group
Georgia
$6.34M
DFA
179
DHJJ Financial Advisors
Illinois
$6.21M
CIA
180
Cape Investment Advisory
Georgia
$6.05M
OC
181
OxenFree Capital
Florida
$5.96M
OFS
182
OneAscent Financial Services
Alabama
$5.95M
NOI
183
Newton One Investments
Delaware
$5.91M
AF
184
Advisornet Financial
Minnesota
$5.9M
TYCC
185
Texas Yale Capital Corp
Florida
$5.87M
MWM
186
Modern Wealth Management
Kansas
$5.82M
DWM
187
Diversify Wealth Management
Utah
$5.8M
PFA
188
Pure Financial Advisors
California
$5.77M
RWM
189
Reston Wealth Management
Virginia
$5.73M
GG
190
Gleason Group
Kentucky
$5.73M
MF
191
Manchester Financial
California
$5.68M
MAS
192
Madden Advisory Services
Florida
$5.61M
DWM
193
Destination Wealth Management
California
$5.6M
MI
194
Moneywise Inc
Virginia
$5.6M
PAG
195
Powers Advisory Group
Illinois
$5.58M
CP
196
Creekside Partners
California
$5.57M
Natixis Advisors
197
Natixis Advisors
Massachusetts
$5.4M
WANY
198
Wealthspire Advisors (New York)
New York
$5.34M
MCM
199
Mengis Capital Management
Oregon
$5.23M
Royal Bank of Canada
200
Royal Bank of Canada
Ontario, Canada
$5.21M