Schwab US Mid-Cap Index (SWMCX) institutional ownership

Schwab US Mid-Cap Index · 13F, 2026Q2

Managers holding3
Shares held952,383
Reported value$15.8m
Quarter flows2 new, 1 added, 0 trimmed, 0 exited

Top 3 holders

ManagerSharesValue% of manager's 13F
eCIO, Inc.894,938$14.8m4.2%
DUMONT & BLAKE INVESTMENT ADVISORS LLC55,524$921,1350.2%
Vermillion Wealth Management, Inc.1,921$31,8660.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SWMCX"). SWMCX price history · All 13F data

Get a free API keySee history bundlesDownload free samples