SWMCX — Schwab US Mid-Cap Index Institutional Holders · Q2 2026
Who owns Schwab US Mid-Cap Index (SWMCX)? 3 institutions reported holding $15.80M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: eCIO, Inc. ($14.8M), Dumont & Blake Investment Advisors LLC ($921,135), Vermillion Wealth Management, Inc. ($31,866).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | eCIO, Inc. | $14.8M | 894,938 | New |
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $921,135 | 55,524 | Added |
| 3 | Vermillion Wealth Management, Inc. | $31,866 | 1,921 | New |
Source: SEC Form 13F filings · as of 2026-06-30