SWMCX Schwab US Mid-Cap Index: institutional ownership and insider trading

3 funds reported holding $15.8M of Schwab US Mid-Cap Index in their latest 13F filings; in Q2 2026 funds net bought $14.9M, with 2 new positions and 0 funds selling out.

Largest institutional holders of SWMCX

  1. eCIO, Inc. — $14.8M
  2. DUMONT & BLAKE INVESTMENT ADVISORS LLC — $921K
  3. Vermillion Wealth Management, Inc. — $31.9K

Who owns the most SWMCX stock?

The largest institutional holders of Schwab US Mid-Cap Index in the latest 13F filings are eCIO, Inc. ($14.8M), DUMONT & BLAKE INVESTMENT ADVISORS LLC ($921K), Vermillion Wealth Management, Inc. ($31.9K).

Which ETFs hold SWMCX?

13 ETFs and mutual funds hold it among their top 100 positions, including SWERX, SWDRX, SWIRX, SWNRX.

All SWMCX 13F holders