13FBOX
Schwab U.S. Mid-Cap Index Fund · 13F Institutional Holdings
Options Calculator Rankings
S

Schwab U.S. Mid-Cap Index Fund

SWMCX
Institutions
3
Combined AUM (Q2 2026)
$15.8M
Combined Shares (Q2 2026)
952,383
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+898,814
3 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+898,814
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$15.8M
Institutions
3
New Buys
2
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
eCIO, Inc.
4.17%#1$14.8M894,938$00+894,938New Buy
DUMONT & BLAKE INVESTMENT ADVISORS LLC
0.21%0.29%#2$921,13555,524$780,50753,569+1,955+3.65%Add
Vermillion Wealth Management, Inc.
0.01%#3$31,8661,921$00+1,921New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow