Schwab US Mid-Cap IndexSWMCX
13F holders, Q2 2024 (June 30)2holders
0new positions
0sold out
$61.99avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Schwab US Mid-Cap Index (SWMCX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($1.1M) and Twin Capital Management Inc. ($281K).
- Company
- Schwab US Mid-Cap Index
- CUSIP
- 80850L726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 9,330 shares bought, net +9,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Dumont & Blake Investment Advisors LLC | 0.16% | Add +106.6% | 18,084 | $1.1M |
| Twin Capital Management Inc. | 0.03% | No change | 4,528 | $281K |
"% 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.