Schwab US Mid-Cap IndexSWMCX
13F holders, Q2 2025 (June 30)2holders −2
0new positions
2sold out
$69.62avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Schwab US Mid-Cap Index (SWMCX) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were eCIO, Inc. ($12.6M) and Dumont & Blake Investment Advisors LLC ($680K).
- Company
- Schwab US Mid-Cap Index
- CUSIP
- 80850L726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $322K |
All 13F filers, Q1 2025 → Q2 2025: 10,802 shares bought and 5,022 shares sold, net +5,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| eCIO, Inc. | 5.31% | Add +6.3% | 180,874 | $12.6M |
| Dumont & Blake Investment Advisors LLC | 0.18% | Add +1.6% | 9,769 | $680K |
"% 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.