Schwab US Mid-cap Index
$17.03+0.1%
+$14.9M
Net Activity
+1677.86% total shares
Institutions Holding
3
Popularity Rank
#14032
Avg Weight
1.46%
Total Value
$15.8M
3 institutions currently hold SWMCX, with 3 net buyers and 0 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
0
Net Buying Institutions
3
Top 5 by Value
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Across its top 3 institutional holders, SWMCX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 20/100, avg. turnover score 27/100).
SWMCX ranks #14032 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
3 institutions disclose a position in SWMCX, but none treat it as a major bet — even eCIO, Inc., its most concentrated holder, allocates just 4.2% of its own portfolio to it.
Dumont & Blake Investment Advisors LLC has added to its SWMCX position for two straight quarters, increasing it by $183.1K to reach $921.1K today.
SWMCX is up 0.1% today, and institutions have been net buyers of $14.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$14.9M
Total Buy Value
$0.0
Total Sell Value
3
Net Buyers
0
Net Sellers
SWMCX
Q2 2026
Top 5 Institutional Movers
+$14.8M
+$140.6K
+$31.9K
SWMCX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
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The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access SWMCX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SWMCXCLI
npx alphasmo stocks get SWMCX