SWMCX

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No price history available for this symbol yet.

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Analyst estimates unavailable for this ticker.

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Avg position size

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of holders' portfolios

13F filers

institutions

Sector

Asset Management

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
SWMCXSchwab Capital Trust - Schwab U.S. Mid-Cap Index Fund	$16.37	-0.61%	$2.8B	—
ALVIXFocused Large Cap Value Investor Class	$11.74	-0.25%	$2.9B	—
ARTOXAmerican Century One Choice in Retirement Portfolio Investor Class	$12.94	-0.15%	$2.3B	—
BREIXBaron Real Estate Fd Insti Shs	$38.62	-0.54%	$2.1B	—
FSUTXFidelity Select Utilities Growth Portfolio	$122.90	-1.19%	$2.0B	—
IALAXTransamerica Capital Growth A	$43.17	-2.13%	$2.0B	—
LISOXLazard International Strategic Equity Ptf Open Shares	$13.94	-0.71%	$1.4B	—

Source: Financial Modeling Prep · peers by sector/industry

Fund

The fund aims to replicate the financial performance of a specific market index that measures the comprehensive returns generated by U.S. companies with medium market capitalization.

Expense ratio: 0.04%
Assets: $2.8B
Holdings: 810
Inception: 2017-12-20
Issuer: Schwab
Domicile: US

No constituent disclosure available for this fund yet.

Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund

The fund aims to replicate the financial performance of a specific market index that measures the comprehensive returns generated by U.S. companies with medium market capitalization.

www.schwabassetmanagement.com/products/swmcx

IPO / List date: Dec 19, 2017
HQ: US

Held by traders on TradeandTell

No one on the platform currently holds SWMCX.

Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in SWMCX as of their last filing.

Insider activity (SEC Form 4)

No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.

Insider activity (SEC Form 4)

Dividend history

Ex-date	Per share	Pay date
2025-12-12	$0.3059	2025-12-12
2024-12-13	$1.7285	2024-12-13
2023-12-08	$0.8789	2023-12-08

Stock splits

Execution date	Ratio
2025-08-15	5-for-1

Recent trades on TradeandTell

No one on the platform has traded SWMCX yet.