Schwab US Mid-Cap IndexSWMCX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$66.44avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Schwab US Mid-Cap Index (SWMCX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($612K) and Twin Capital Management Inc. ($308K).
- Company
- Schwab US Mid-Cap Index
- CUSIP
- 80850L726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 262 shares bought, net +262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Dumont & Blake Investment Advisors LLC | 0.16% | Add +1.6% | 9,212 | $612K |
| Twin Capital Management Inc. | 0.03% | Add +2.5% | 4,641 | $308K |
"% 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.