SCHWAB US MID-CAP INDEX (SWMCX) Institutional Ownership Changes & 13F Activity
SCHWAB US MID-CAP INDEX (SWMCX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ecio, Inc., Dumont & Blake Investment Advisors Llc, and Vermillion Wealth Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors Llc | Buy | +1,955 | +3.6% | 55,524 | $921.13K | Q2 2026 | Aug 07, 2026 |
| Ecio, Inc. | Buy | +894,938 | — | 894,938 | $14.85M | Q2 2026 | Jul 27, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +1,921 | — | 1,921 | $31.87K | Q2 2026 | Jul 16, 2026 |
Frequently asked questions about SWMCX activity
Which institutional owners are buying SWMCX?
Institutional owners buying SWMCX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SWMCX activity?
"Buy" means an investor increased their reported position in SWMCX compared to the prior reporting period. This reflects growing exposure to SCHWAB US MID-CAP INDEX (SWMCX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SWMCX increasing?
Institutional interest in SWMCX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.