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SWMCX Holdings List NMFQS:SWMCX

Mid-Cap Blend | Schwab Funds
$15.87
↑ $0.13 (0.83%)
Last Updated: Jul 20, 2026

Schwab ® U.S. Mid-Cap Index Fund (SWMCX) - Mid-Cap Blend fund with $371.71 Million in assets. The fund allocates 5.93% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is Arthur J Gallagher Co at 0.60% of total assets. This is followed by Aflac Inc (0.49%) and Palantir Technologies Inc (1.35%).

SWMCX Holdings

Name Weight Owned Change
Arthur J Gallagher Co 0.60% - -
Aflac Inc 0.49% - -
Palantir Technologies Inc 1.35% - -
DR Horton Inc 0.47% - -
Hilton Worldwide Holdings Inc 0.50% - -
Williams Cos Inc/The 0.55% - -
United Rentals Inc 0.44% - -
Simon Property Group Inc 0.44% - -
Realty Income Corp 0.44% - -
Bank of New York Mellon Corp/The 0.65% - -
AppLovin Corp 0.79% - -
Royal Caribbean Cruises Ltd 0.64% - -
Coinbase Global Inc 0.58% - -
Vistra Corp 0.46% - -
Robinhood Markets Inc 0.57% - -
Howmet Aerospace Inc 0.65% - -
Cloudflare Inc 0.62% - -
Vertiv Holdings Co 0.55% - -
Corning Inc 0.62% - -
ROBLOX Corp 0.56% - -
Quanta Services Inc 0.54% - -
Western Digital Corp 0.66% - -
Cummins Inc 0.62% - -
Sandisk Corp/DE 0.60% - -

Asset Allocation

Bond 0.00%
Cash 0.39%
Non US Stock 1.59%
Not Classified 0.00%
Other 0.00%
US Stock 98.01%

Market Cap

AverageMarketCap 27400.58%
Giant 0.25%
Large 7.96%
Medium 69.95%
Micro 0.90%
Small 20.21%

Sector Weights

Cash and Equivalents 6.06%
Corporate 6.06%
Derivative 6.06%
Government 6.06%
Municipal 6.06%
Securitized 6.06%
Basic Materials 4.26%
Consumer Cyclical 11.21%
Financial Services 12.53%
Real Estate 7.02%
Consumer Defensive 4.11%
Healthcare 8.65%
Utilities 6.06%
Communication Services 3.37%
Energy 7.20%
Industrials 18.36%
Technology 17.23%

World Regions

Latin America 0.44%
North America 98.61%
Asia Developed 0.00%
Asia Emerging 0.04%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.00%
Europe Developed 0.52%
Europe Emerging 0.00%
United Kingdom 0.40%