Schwab Small-Cap IndexSWSSX
13F holders, Q1 2025 (March 31)7holders +1
1new positions
0sold out
$32.34avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Schwab Small-Cap Index (SWSSX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($2.4M), Vermillion Wealth Management, Inc. ($471K) and Carret Asset Management, LLC ($431K).
- Company
- Schwab Small-Cap Index
- CUSIP
- 808509848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $471K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 15,234 shares bought and 721 shares sold, net +14,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Dumont & Blake Investment Advisors LLC | 0.68% | Add +0.7% | 75,240 | $2.4M |
| Vermillion Wealth Management, Inc. | 0.14% | New | 14,578 | $471K |
| Carret Asset Management, LLC | 0.05% | No change | 13,336 | $431K |
| Twin Capital Management Inc. | 0.04% | No change | 11,441 | $370K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,549 | $50K |
| Estabrook Capital Management | 0.00% | Reduce -48.3% | 771 | $25K |
| Westside Investment Management, Inc. | 0.00% | Add +468.8% | 182 | $6K |
"% of holder's portfolio" is SWSSX's weight in each manager's 13F, not the share of Schwab Small-Cap Index the manager owns.