Schwab Small Cap Index Fund (SWSSX) institutional ownership
SCHWAB SMALL CAP INDEX FUND · 13F, 2026Q2
| Managers holding | 7 |
|---|---|
| Shares held | 108,139 |
| Reported value | $5.3m |
| Quarter flows | 2 new, 0 added, 1 trimmed, 1 exited |
Top 7 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 73,962 | $3.6m | 0.8% |
| CARRET ASSET MANAGEMENT, LLC | 12,731 | $621,393 | 0.1% |
| Vermillion Wealth Management, Inc. | 12,608 | $615,386 | 0.1% |
| Fortune Financial Group, Inc. | 5,524 | $269,621 | 0.2% |
| Coston, McIsaac & Partners | 1,563 | $76,000 | 0.0% |
| NBT BANK, N.A. | 971 | $47,411 | 0.0% |
| Estabrook Capital Management | 780 | $38,072 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWSSX"). SWSSX price history · All 13F data