SCHWAB US MID-CAP INDEX (SWMCX) Institutional Ownership and Insiders Activity
SCHWAB US MID-CAP INDEX (SWMCX) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $15.80M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Ecio, Inc. is the largest disclosed holder, reporting approximately $14.85M in SWMCX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Ecio, Inc. representing the majority of disclosed value.
Institutional Holders
3
Total Reported Value
$15.80M
Largest Holder
Ecio, Inc.
Largest Position
$14.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Ecio, Inc.$14.85M
- Dumont & Blake Investment Advisors Llc$921,135
- Vermillion Wealth Management, Inc.$31,866