DOSSIER · 13F Holders · Q2 2026
SWMCX

Schwab US Mid-Cap Index

3 institutions still hold Schwab US Mid-Cap Index as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 80850L726·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$16M
visible holders
Holders
3
filers reporting
Concentration
93.97%
eCIO, Inc. #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported SWMCX in Q2 2026. eCIO, Inc. leads at 94.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
eCIO, Inc.
CIK 0001830823
$15M895K4.17%Q2 2026
02
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK 0001287618
$921K56K0.21%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$32K2K0.01%Q2 2026