Schwab US Mid-Cap IndexSWMCX
13F holders, Q2 2026 (June 30)3holders +2
2new positions
0sold out
$16.59avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Schwab US Mid-Cap Index (SWMCX) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were eCIO, Inc. ($14.8M), Dumont & Blake Investment Advisors LLC ($921K) and Vermillion Wealth Management, Inc. ($32K).
- Company
- Schwab US Mid-Cap Index
- CUSIP
- 80850L726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $14.9M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 898,814 shares bought, net +898,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| eCIO, Inc. | 4.17% | New | 894,938 | $14.8M |
| Dumont & Blake Investment Advisors LLC | 0.21% | Add +3.6% | 55,524 | $921K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,921 | $32K |
"% of holder's portfolio" is SWMCX's weight in each manager's 13F, not the share of Schwab US Mid-Cap Index the manager owns.