Schwab US Mid-Cap ETF
SCHM
1,022 hedge funds and large institutions have $8.68B invested in Schwab US Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 369 increasing their positions, 403 reducing their positions, and 41 closing their positions.
90% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 41
2% more funds holding
Funds holding: 1,001 → 1,022 (+21)
4% more capital invested
Capital invested by funds: $8.35B → $8.68B (+$326M)
0.55% less ownership
Funds ownership: 67.79% → 67.24% (-0.55%)
8% less repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 403
1% less funds holding in top 10
Funds holding in top 10: 67 → 66 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$42.8M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$41.3M |
| 3 |
CL
Choreo LLC
Rockford,
Illinois
|
+$25.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$74.2M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
-$38.3M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$36.2M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$32M |
| 5 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$10.3M |
SCHM Hedge Fund Activity: Q1 2026 in Review
1,022 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q1 2026, worth a combined $8.68B — up 3.9% from $8.35B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SCHM positions and 41 closed out — a net gain of 37 holders — while 369 added to existing stakes and 403 trimmed.
The largest buyer was UBS Group, adding an estimated $42.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $74.2M.
- 1,022 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q1 2026, up from 1,001 in Q4 2025.
- Funds reported $8.68B of Schwab US Mid-Cap ETF stock for Q1 2026, up 3.9% quarter-over-quarter.
- 78 funds opened new Schwab US Mid-Cap ETF positions in Q1 2026 and 41 closed out, a net change of +37 holders.
- The largest Schwab US Mid-Cap ETF buyer in Q1 2026 was UBS Group, an estimated $42.8M added.
- The largest Schwab US Mid-Cap ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $74.2M sold.
Based on aggregated 13F filings for Q1 2026.