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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
Fidelity Investments
201
Fidelity Investments
Massachusetts
$5.16M
TCP
202
TMB Capital Partners
Arkansas
$5.14M
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$5.14M
CP
204
Capital Planning
Washington
$4.97M
B
205
Birchbrook
Maine
$4.83M
CI
206
CX Institutional
Indiana
$4.81M
HWA
207
Hilltop Wealth Advisors
North Carolina
$4.72M
SCM
208
SummitPoint Capital Management
Colorado
$4.7M
SCM
209
Steele Capital Management
Iowa
$4.68M
GPFA
210
Game Plan Financial Advisors
Ohio
$4.66M
NDSI
211
Newman Dignan & Sheerar Inc
Rhode Island
$4.64M
SWM
212
Selby Wealth Management
California
$4.59M
SCP
213
Stevens Capital Partners
Nebraska
$4.52M
FIC
214
Family Investment Center
Missouri
$4.51M
CM
215
Columbus Macro
Pennsylvania
$4.48M
KAS
216
Kestra Advisory Services
Texas
$4.48M
ISWM
217
Independent Solutions Wealth Management
New York
$4.46M
KWA
218
Kingswood Wealth Advisors
California
$4.41M
AOWM
219
Alpha Omega Wealth Management
Virginia
$4.37M
CWMS
220
CFG Wealth Management Services
Indiana
$4.31M
LIM
221
Lathrop Investment Management
Arkansas
$4.25M
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$4.24M
CW
223
Code Waechter
Florida
$4.23M
SFMG
224
Sage Financial Management Group
Virginia
$4.2M
ACM
225
Arcataur Capital Management
Wisconsin
$4.17M