Schwab Small-Cap IndexSWSSX
13F holders, Q4 2024 (December 31)6holders +1
1new positions
0sold out
$35.71avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Schwab Small-Cap Index (SWSSX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($2.7M), Carret Asset Management, LLC ($476K) and Twin Capital Management Inc. ($409K).
- Company
- Schwab Small-Cap Index
- CUSIP
- 808509848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,462 shares bought and 7,503 shares sold, net −6,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Dumont & Blake Investment Advisors LLC | 0.72% | Add +1.6% | 74,734 | $2.7M |
| Carret Asset Management, LLC | 0.05% | Reduce -36.0% | 13,336 | $476K |
| Twin Capital Management Inc. | 0.04% | Add +1.6% | 11,441 | $409K |
| Coston, McIsaac & Partners | 0.02% | Add +1.5% | 1,549 | $55K |
| Estabrook Capital Management | 0.01% | Add +1.6% | 1,492 | $53K |
| Westside Investment Management, Inc. | 0.00% | New | 32 | $1K |
"% of holder's portfolio" is SWSSX's weight in each manager's 13F, not the share of Schwab Small-Cap Index the manager owns.