Schwab US Mid-Cap IndexSWMCX
13F holders, Q1 2026 (March 31)1holders −1
0new positions
1sold out
$14.57avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Schwab US Mid-Cap Index (SWMCX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holder was Dumont & Blake Investment Advisors LLC ($781K).
- Company
- Schwab US Mid-Cap Index
- CUSIP
- 80850L726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $12.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,298 shares bought and 866,702 shares sold, net −864,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Dumont & Blake Investment Advisors LLC | 0.20% | Add +4.5% | 53,569 | $781K |
"% 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.