2 institutions reported holding $780,507 of Schwab US Mid-Cap Index (SWMCX) in SEC 13F filings for 2026-03-31. Largest institutional holders: DUMONT & BLAKE INVESTMENT ADVISORS LLC ($780,507), eCIO, Inc. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $780,507 | 53,569 | Added |
| 2 | eCIO, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31