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Schwab US Mid-Cap Index

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
eCIO, Inc.
NEW
Shares894,938
Change+894,938
Value$14.8M
Filed 2026-07-27
Dumont & Blake Investment Advisors LLC
INCREASED
Shares55,524 from 53,569
Change+1,955 (+4%)
Value$921.1K (+$140.6K)
Filed 2026-08-07
Vermillion Wealth Management, Inc.
NEW
Shares1,921
Change+1,921
Value$31.9K
Filed 2026-07-16
Status
eCIO, Inc.
NEW894,938—+894,938——$14.8M—2026-07-27
Dumont & Blake Investment Advisors LLC
INCREASED55,52453,569+1,955+4%$780.5K$921.1K+$140.6K2026-08-07
Vermillion Wealth Management, Inc.
NEW1,921—+1,921——$31.9K—2026-07-16
Showing 3 of 3 institutions