Schwab Small-Cap IndexSWSSX
13F holders, Q1 2024 (March 31)5holders
$34.20avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Schwab Small-Cap Index (SWSSX) in their 13F filings. The largest holders were Dumont & Blake Investment Advisors LLC ($2.5M), Carret Asset Management, LLC ($713K) and Twin Capital Management Inc. ($385K).
- Company
- Schwab Small-Cap Index
- CUSIP
- 808509848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $14K |
Ownership 5 holders
| Dumont & Blake Investment Advisors LLC | 0.73% | Reduce -1.3% | 73,846 | $2.5M |
| Carret Asset Management, LLC | 0.08% | No change | 20,839 | $713K |
| Twin Capital Management Inc. | 0.05% | No change | 11,263 | $385K |
| Coston, McIsaac & Partners | 0.02% | Add +11.6% | 1,526 | $52K |
| Estabrook Capital Management | 0.01% | No change | 1,468 | $50K |
"% of holder's portfolio" is SWSSX's weight in each manager's 13F, not the share of Schwab Small-Cap Index the manager owns.