As of 30 Sep 2025, 3 institutional investors reported holding 981,494 shares of Schwab US Mid-Cap Index - IND.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 981,494 | $14,398,529 | +$11,601,791 | $14.67 | 3 |
| 2025 Q2 | 190,643 | $13,272,554 | +$429,783 | $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 | +$26,373 | $49.29 | 2 |
| 2022 Q1 | 20,302 | $1,204,000 | +$239,985 | $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 | $14.67 | 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 | $43.90 | 1 |
| 2019 Q2 | 6,029 | $263,000 | $0 | $43.62 | 1 |
| 2019 Q1 | 6,029 | $253,000 | $0 | $41.96 | 1 |
| 2018 Q4 | 6,029 | $217,000 | +$217,000 | $35.99 | 1 |