Schwab US Mid-Cap Index - IND

Historical Holders from Q4 2018 to Q3 2025

Type / Class
Equity / IND
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
981,494
Holdings value
$14,398,529
% of all portfolios
0%
Number of holders
3
Number of buys
3
Average buys %
+0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of Schwab US Mid-Cap Index - IND

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 981,494 $14,398,529 +$11,601,795 $14.67 3
2025 Q2 190,643 $13,272,554 +$429,782 $69.62 2
2025 Q1 184,863 $11,862,607 +$50,320 $64.17 4
2024 Q4 13,853 $920,391 +$17,407 $66.44 2
2024 Q3 13,591 $919,993 -$610,659 $67.69 2
2024 Q2 22,612 $1,401,703 +$578,364 $61.99 2
2024 Q1 13,282 $851,915 +$20,974 $64.14 2
2023 Q4 12,955 $765,416 -$5,794 $59.08 2
2023 Q3 13,053 $694,062 -$4,573 $53.17 2
2023 Q2 13,139 $732,741 +$11,541 $55.78 2
2023 Q1 12,932 $688,463 +$11,868 $53.24 2
2022 Q4 12,709 $650,000 +$12,633 $51.14 2
2022 Q3 12,462 $593,000 -$420,245 $47.59 2
2022 Q2 20,837 $1,027,000 +$26,372 $49.29 2
2022 Q1 20,302 $1,204,000 +$239,986 $59.31 2
2021 Q4 16,254 $1,021,000 +$134,871 $62.81 2
2021 Q3 14,107 $858,000 +$17,895 $60.82 2
2021 Q2 13,813 $848,000 +$498,373 $61.39 2
2021 Q1 5,695 $325,000 +$34,298 $57.07 1
2020 Q4 5,094 $269,000 +$7,710 $52.81 1
2020 Q3 4,948 $221,000 +$221,000 $44.66 1
2020 Q2 0 $0 -$235,000 0
2020 Q1 7,030 $235,000 +$16,280 $33.43 1
2019 Q4 6,543 $300,000 +$13,847 $45.85 1
2019 Q3 6,241 $274,000 +$9,307 $43.9 1
2019 Q2 6,029 $263,000 $43.62 1
2019 Q1 6,029 $253,000 $41.96 1
2018 Q4 6,029 $217,000 +$217,000 $35.99 1