Schwab US Mid-Cap IndexSWMCX
13F holders, Q4 2025 (December 31)2holders −1
0new positions
1sold out
$14.39avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab US Mid-Cap Index (SWMCX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were eCIO, Inc. ($12.5M) and Dumont & Blake Investment Advisors LLC ($738K).
- Company
- Schwab US Mid-Cap Index
- CUSIP
- 80850L726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $35K |
All 13F filers, Q3 2025 → Q4 2025: 1,679 shares bought and 65,200 shares sold, net −63,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| eCIO, Inc. | 5.81% | Reduce -6.8% | 866,702 | $12.5M |
| Dumont & Blake Investment Advisors LLC | 0.18% | Add +3.4% | 51,271 | $738K |
"% 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.