Schwab US Mid-Cap Index

Ticker: SWMCX CUSIP: 80850L726 Class: IND

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

Increased Positions (1)

DUMONT & BLAKE INVESTMENT ADVISORS LLC
Value ($000) $1 (-99.9%) Shares 51,271 (+3.4%)

Decreased Positions (1)

eCIO, Inc.
Value ($000) $12,472 (-8.5%) Shares 866,702 (-6.8%)

Exited Positions (1)

Vermillion Wealth Management, Inc.
Value ($000) $35 Shares 2,363