Schwab US Mid-Cap IndexSWMCX
13F holders, Q1 2025 (March 31)4holders +2
1new positions
0sold out
$64.17avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Schwab US Mid-Cap Index (SWMCX) in their 13F filings, up 2 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were eCIO, Inc. ($10.9M), Dumont & Blake Investment Advisors LLC ($617K) and Twin Capital Management Inc. ($298K).
- Company
- Schwab US Mid-Cap Index
- CUSIP
- 80850L726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $24K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 784 shares bought, net +784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| eCIO, Inc. | 4.38% | — | 170,226 | $10.9M |
| Dumont & Blake Investment Advisors LLC | 0.17% | Add +4.4% | 9,615 | $617K |
| Twin Capital Management Inc. | 0.03% | No change | 4,641 | $298K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 381 | $24K |
"% 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.