# Portfolio overlap — CFMSX vs SWMCX

Comparing **Column Mid Cap Select Fund** (2026-02-28) and **Schwab U.S. Mid-Cap Index Fund** (2026-01-31).

- Shared positions: 163
- Column Mid Cap Select Fund covered by Schwab U.S. Mid-Cap Index Fund: 0.2528531311217816039238170741
- Schwab U.S. Mid-Cap Index Fund covered by Column Mid Cap Select Fund: 0.2528531311217816039238170739

## Column Mid Cap Select Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FRST AM-GV OB-X | 0.028391 |  |
| ROSS STORES INC | 0.021940 | ✓ |
| AMETEK INC NEW | 0.021355 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.017535 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.017188 | ✓ |
| HOULIHAN LOKEY I | 0.016990 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.016736 | ✓ |
| EMCOR GROUP INC | 0.016236 | ✓ |
| MONOLITHIC POWER SYS INC | 0.015253 | ✓ |
| OLD DOMINION FRT | 0.015230 | ✓ |
| CH ROBINSON WORLDWIDE INC | 0.014582 | ✓ |
| WOODWARD INC | 0.013048 | ✓ |
| LPL FINL HLDGS INC | 0.012583 | ✓ |
| CENCORA INC | 0.011930 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.011507 | ✓ |
| HEICO CORP CL A | 0.011276 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.010896 | ✓ |
| ENTEGRIS INC | 0.010637 | ✓ |
| COOPER COS INC | 0.010587 | ✓ |
| ALLEGION PLC | 0.010374 | ✓ |
| MASCO CORPORATION | 0.010223 | ✓ |
| VERISK ANALYTICS INC | 0.010187 | ✓ |
| BROADRIDGE FINL | 0.010185 | ✓ |
| PENTAIR PLC | 0.010142 | ✓ |
| RENAISSANCERE HLDGS LTD | 0.009686 | ✓ |
| CUMMINS INC | 0.009529 | ✓ |
| EQUIFAX INC | 0.009412 | ✓ |
| IQVIA HOLDINGS INC | 0.009100 | ✓ |
| CBRE GROUP INC - CL A | 0.009096 | ✓ |
| DOVER CORP | 0.009085 | ✓ |
| ALIGN TECHNOLOGY INC | 0.009077 | ✓ |
| STIFEL FINANCIAL CORP | 0.009046 | ✓ |
| MSCI INC | 0.009026 | ✓ |
| DOMINOS PIZZA INC | 0.009001 | ✓ |
| HEXCEL CORPORATION | 0.008682 | ✓ |
| PACKAGING CORP OF AMERICA | 0.008594 | ✓ |
| EAST WEST BNCRP | 0.008499 | ✓ |
| DR HORTON INC | 0.008415 | ✓ |
| ALBEMARLE CORP | 0.008402 | ✓ |
| HAMILTON LANE INC - A | 0.008293 | ✓ |
| LABCORP HOLDINGS INC | 0.008175 | ✓ |
| ULTA BEAUTY INC | 0.008172 | ✓ |
| NORDSON CORP | 0.008063 | ✓ |
| DARDEN RESTAURANTS INC | 0.008053 | ✓ |
| QIAGEN NV | 0.007955 | ✓ |
| SYSCO CORP | 0.007874 | ✓ |
| REPUBLIC SVCS | 0.007873 |  |
| LENNOX INTL INC | 0.007862 | ✓ |
| REINSURANCE GROUP OF AMERICA | 0.007723 | ✓ |
| ARROW ELECTRONICS INC | 0.007584 | ✓ |

## Schwab U.S. Mid-Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WESTERN DIGITAL CORP | 0.006590 |  |
| BANK OF NEW YORK MELLON CORP | 0.006476 |  |
| HOWMET AEROSPACE INC | 0.006458 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.006367 |  |
| CORNING INC | 0.006240 |  |
| CUMMINS INC | 0.006166 | ✓ |
| SANDISK CORPORATION | 0.006015 |  |
| ROBINHOOD MARKETS INC | 0.005699 |  |
| VERTIV HOLDINGS CO | 0.005482 | ✓ |
| QUANTA SVCS INC | 0.005410 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.005270 |  |
| CENCORA INC | 0.005091 | ✓ |
| WARNER BROS DISCOVERY INC | 0.004965 |  |
| L3HARRIS TECHNOLOGIES INC | 0.004956 | ✓ |
| SIMON PROPERTY | 0.004798 | ✓ |
| State Street Navigator Securities Lending Portfolio II | 0.004713 |  |
| ROSS STORES INC | 0.004653 | ✓ |
| KINDER MORGAN INC | 0.004589 |  |
| PHILLIPS 66 | 0.004478 | ✓ |
| DIGITAL REALTY TRUST INC | 0.004419 |  |
| REALTY INCOME CORP REIT | 0.004335 |  |
| CLOUDFLARE INC-A | 0.004303 |  |
| BAKER HUGHES CO | 0.004302 |  |
| VALERO ENERGY CORP | 0.004269 |  |
| CARVANA CO CL A | 0.004197 |  |
| FORD MOTOR CO | 0.004194 |  |
| MARATHON PETROLEUM CORP | 0.004147 | ✓ |
| VISTRA CORP | 0.004147 |  |
| IDEXX LABS INC | 0.004134 |  |
| ALLSTATE CORPORATION | 0.004064 |  |
| MONOLITHIC POWER SYS INC | 0.004027 | ✓ |
| AMETEK INC NEW | 0.003994 | ✓ |
| ELECTRONIC ARTS INC | 0.003969 |  |
| CARDINAL HEALTH INC | 0.003969 |  |
| CBRE GROUP INC - CL A | 0.003920 | ✓ |
| CORTEVA INC | 0.003855 |  |
| FASTENAL CO | 0.003853 |  |
| UNITED RENTALS INC | 0.003842 |  |
| ONEOK INC | 0.003830 |  |
| AMERIPRISE FINANCIAL INC | 0.003793 | ✓ |
| FERGUSON ENTERPRISES INC | 0.003733 |  |
| ROCKWELL AUTOMATION INC | 0.003693 |  |
| WW GRAINGER INC | 0.003655 |  |
| ANGLOGOLD ASHANTI PLC | 0.003621 |  |
| EXELON CORP | 0.003503 |  |
| CHENIERE ENERGY INC | 0.003488 |  |
| XCEL ENERGY INC | 0.003484 | ✓ |
| MSCI INC | 0.003434 | ✓ |
| NASDAQ INC | 0.003396 |  |
| COINBASE GLOBAL INC | 0.003359 |  |


## Sources

- N-PORT (fund A) — accession `0000894189-26-012733` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1141819/000089418926012733/0000894189-26-012733-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030046` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030046/0001410368-26-030046-index.htm>

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