Institutional Ownership
Schwab Us Mid-Cap Index
CUSIP 80850L726INDSWMCXQ1 2026
Institutional Holders
1
13F filers
Shares Held
53.6K
Aggregate institutional
Institutional Value
$780.5K
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out1
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dumont & Blake Investment Advisors LLC | 53.6K | $780.5K | +2.3K | Added |