Schwab Small-Cap IndexSWSSX
13F holders, Q2 2025 (June 30)5holders −2
0new positions
2sold out
$35.09avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Schwab Small-Cap Index (SWSSX) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($2.6M), Carret Asset Management, LLC ($446K) and Coston, McIsaac & Partners ($54K).
- Company
- Schwab Small-Cap Index
- CUSIP
- 808509848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $841K |
All 13F filers, Q1 2025 → Q2 2025: 275 shares bought and 26,637 shares sold, net −26,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Dumont & Blake Investment Advisors LLC | 0.69% | Add +0.4% | 75,515 | $2.6M |
| Carret Asset Management, LLC | 0.05% | Reduce -4.6% | 12,718 | $446K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,549 | $54K |
| Estabrook Capital Management | 0.00% | No change | 771 | $27K |
| Westside Investment Management, Inc. | 0.00% | No change | 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.