SWMCX
Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund
1W: -0.7%
1M: -2.8%
3M: -2.4%
YTD: +11.5%
1Y: +12.9%
3Y: +61.2%
5Y: +47.9%
$16.33
+0.11 (+0.68%)
Weekly Expected Move ±1.3%
$16
$16
$16
$16
$17
Institutional Ownership — SWMCX
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
2
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | eCIO, Inc. NEW | 894,938 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 55,524 | $907K | +1,955 | +3.6% | 24Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 1,921 | $31K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| eCIO, Inc. | 894,938 | $15M |
| Vermillion Wealth Management, Inc. | 1,921 | $31K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS | +1,955 | +3.6% | 55,524 |
Biggest Decreases (0)
None.