Schwab US Mid-Cap IndexSWMCX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$14.67avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Schwab US Mid-Cap Index (SWMCX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were eCIO, Inc. ($13.6M), Dumont & Blake Investment Advisors LLC ($728K) and Vermillion Wealth Management, Inc. ($35K).
- Company
- Schwab US Mid-Cap Index
- CUSIP
- 80850L726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $35K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 790,851 shares bought, net +790,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| eCIO, Inc. | 5.09% | Add +413.9% | 929,539 | $13.6M |
| Dumont & Blake Investment Advisors LLC | 0.18% | Add +407.6% | 49,592 | $728K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 2,363 | $35K |
"% 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.