# Portfolio overlap — REMC vs SWMCX

Comparing **Columbia Research Enhanced Mid Cap ETF** (2026-03-31) and **Schwab U.S. Mid-Cap Index Fund** (2026-01-31).

- Shared positions: 282
- Columbia Research Enhanced Mid Cap ETF covered by Schwab U.S. Mid-Cap Index Fund: 0.3360022529202547611390405843
- Schwab U.S. Mid-Cap Index Fund covered by Columbia Research Enhanced Mid Cap ETF: 0.3360022529202547611390405845

## Columbia Research Enhanced Mid Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VALERO ENERGY CORP | 0.018860 | ✓ |
| PHILLIPS 66 | 0.018440 | ✓ |
| MARATHON PETROLEUM CORP | 0.018314 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.016146 | ✓ |
| CIENA CORP | 0.014044 | ✓ |
| ALLSTATE CORPORATION | 0.013693 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.012651 | ✓ |
| ELECTRONIC ARTS INC | 0.011908 | ✓ |
| CORTEVA INC | 0.011279 | ✓ |
| CBRE GROUP INC - CL A | 0.010879 | ✓ |
| DELTA AIR LI | 0.010877 | ✓ |
| CARDINAL HEALTH INC | 0.010659 | ✓ |
| EXELON CORP | 0.010574 | ✓ |
| FORD MOTOR CO | 0.010547 | ✓ |
| ROCKWELL AUTOMATION INC | 0.010124 | ✓ |
| KROGER CO | 0.009942 | ✓ |
| ANGLOGOLD ASHANTI PLC | 0.009823 | ✓ |
| EBAY INC | 0.009606 | ✓ |
| STATE STREET CORP | 0.008862 | ✓ |
| CONSOLIDATED EDISON INC | 0.008752 | ✓ |
| PRUDENTL FINL | 0.008624 | ✓ |
| EMCOR GROUP INC | 0.008331 | ✓ |
| PG&E CORP | 0.008216 | ✓ |
| Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund | 0.008157 |  |
| M&T BANK CORP | 0.008027 | ✓ |
| VICI PROPERTIES | 0.007933 | ✓ |
| NUCOR CORP | 0.007688 | ✓ |
| OTIS WORLDWIDE CORP | 0.007546 | ✓ |
| PAYCHEX INC | 0.007490 | ✓ |
| UNITED AIRLINES HOLDINGS INC | 0.007455 | ✓ |
| CBOE GLOBAL MARKETS INC | 0.007369 | ✓ |
| ARCHER DANIELS MIDLAND CO | 0.007261 | ✓ |
| TECHNIPFMC PLC | 0.006951 | ✓ |
| TAPESTRY INC | 0.006697 | ✓ |
| RAYMOND JAMES FINANCIAL INC. | 0.006583 | ✓ |
| CARNIVAL CORP | 0.006527 | ✓ |
| DTE ENERGY CO | 0.006502 | ✓ |
| AMEREN CORP | 0.006311 | ✓ |
| FLEX LTD | 0.006300 | ✓ |
| EXPEDIA INC | 0.006283 | ✓ |
| SYNCHRONY FINANCIAL | 0.006163 | ✓ |
| HUNTINGTON BANCSHARES INC | 0.006160 | ✓ |
| IQVIA HOLDINGS INC | 0.006112 | ✓ |
| EDISON INTL | 0.006023 | ✓ |
| VERISIGN INC | 0.006017 | ✓ |
| NRG ENERGY INC | 0.005917 | ✓ |
| REGIONS FINANCIAL CORP | 0.005773 | ✓ |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.005603 | ✓ |
| RESTAURANT BRANDS INTERNATIONAL INC | 0.005592 | ✓ |
| EVERSOURCE ENERGY | 0.005564 | ✓ |

## 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 `0001410368-26-055094` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1551950/000141036826055094/0001410368-26-055094-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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