Schwab US Mid-Cap IndexSWMCX
13F holders, Q1 2024 (March 31)2holders
$64.14avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Schwab US Mid-Cap Index (SWMCX) in their 13F filings. The largest holders were Dumont & Blake Investment Advisors LLC ($561K) and Twin Capital Management Inc. ($290K).
- Company
- Schwab US Mid-Cap Index
- CUSIP
- 80850L726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 2 holders
| Dumont & Blake Investment Advisors LLC | 0.16% | Add +3.9% | 8,754 | $561K |
| Twin Capital Management Inc. | 0.04% | No change | 4,528 | $290K |
"% 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.