Fund screener · Schwab

SWMCX: Schwab U.S. Mid-Cap Index Fund

Mutual fund
Equity

Schwab U.S. Mid-Cap Index Fund (SWMCX) is a Schwab mutual fund with a 0.04% expense ratio, 810 holdings and $2.8B in net assets. Largest sector: Technology (17%).

Fee

0.04%

prospectus Feb 26, 2026

Net assets

$2.8B

Launched

Dec 19, 2017

Holdings

810

as of Jul 31, 2026

Top 10 weight

5.9%

largest ten holdings

Largest sector

Technology

17.0%

Yield

—

Benchmark

—

SWMCX's holdings are as of Jul 31, 2026 — a mutual fund reports its holdings to the SEC quarterly, one to three months after the date.

Performance

Sector breakdown

Technology

17.0%

Industrials

16.7%

Financial Services

13.4%

Healthcare

11.1%

Consumer Cyclical

10.3%

Real Estate

7.0%

Energy

6.2%

Utilities

5.8%

Consumer Defensive

4.6%

Basic Materials

4.5%

Communication Services

3.4%

Holdings (810)

​

1

SNOW

Snowflake

0.72%

2

MPC

MARATHON PETROLEUM

0.68%

3

DDOG

DATADOG CLASS A

0.64%

4

NET

Cloudflare Class A

0.64%

5

PSX

PHILLIPS 66

0.62%

6

RCL

ROYAL CARIBBEAN CRUISES LTD

0.58%

7

SPG

SIMON PROPERTY GROUP LP

0.53%

8

DLR

DIGITAL REALTY TRUST LP

0.50%

9

ALL

ALLSTATE

0.49%

10

URI

UNITED RENTALS

0.49%

11

HOOD

ROBINHOOD MARKETS A

0.48%

12

HPE

HEWLETT PACKARD ENTERPRISE

0.46%

13

KMI

KINDER MORGAN

0.46%

14

WBD

WARNER BROS DISCOVERY

0.46%

15

BKR

BAKER HUGHES HOLDINGS

0.44%

16

FIX

COMFORT SYSTEMS USA

0.44%

17

GWW

WW GRAINGER

0.44%

18

O

REALTY INCOME

0.43%

19

DAL

DELTA AIR LINES

0.42%

20

F

FORD MOTOR

0.42%

21

OKE

ONEOK

0.42%

22

TER

TERADYNE

0.42%

23

TRGP

TARGA RESOURCES

0.42%

24

COR

CENCORA

0.42%

25

NUE

NUCOR

0.41%

1–25 of 810


Compare SWMCX

Data from Schwab and its SEC filings; prices and returns from market data. Page updated October 29, 2026. Holdings and figures change over time. For information only — not investment advice.