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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
DF
176
Downshift Financial
Colorado
$6.47M
Lido Advisors
177
Lido Advisors
California
$6.41M
KBFS
178
Kohmann Bosshard Financial Services
Ohio
$6.35M
AIM
179
Anchor Investment Management
South Carolina
$6.35M
MFG
180
Merit Financial Group
Georgia
$6.34M
DFA
181
DHJJ Financial Advisors
Illinois
$6.21M
CIA
182
Cape Investment Advisory
Georgia
$6.05M
OC
183
OxenFree Capital
Florida
$5.96M
OFS
184
OneAscent Financial Services
Alabama
$5.95M
NOI
185
Newton One Investments
Delaware
$5.91M
AF
186
Advisornet Financial
Minnesota
$5.9M
TYCC
187
Texas Yale Capital Corp
Florida
$5.87M
MWM
188
Modern Wealth Management
Kansas
$5.82M
DWM
189
Diversify Wealth Management
Utah
$5.8M
PFA
190
Pure Financial Advisors
California
$5.77M
RWM
191
Reston Wealth Management
Virginia
$5.73M
GG
192
Gleason Group
Kentucky
$5.73M
MF
193
Manchester Financial
California
$5.68M
MAS
194
Madden Advisory Services
Florida
$5.61M
DWM
195
Destination Wealth Management
California
$5.6M
MI
196
Moneywise Inc
Virginia
$5.6M
PAG
197
Powers Advisory Group
Illinois
$5.58M
CP
198
Creekside Partners
California
$5.57M
Natixis Advisors
199
Natixis Advisors
Massachusetts
$5.4M
WANY
200
Wealthspire Advisors (New York)
New York
$5.34M