Schwab Small-Cap IndexSWSSX
13F holders, Q3 2025 (September 30)6holders +1
1new positions
0sold out
$39.45avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Schwab Small-Cap Index (SWSSX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($3.0M), Vermillion Wealth Management, Inc. ($548K) and Carret Asset Management, LLC ($502K).
- Company
- Schwab Small-Cap Index
- CUSIP
- 808509848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $548K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 13,885 shares bought and 511 shares sold, net +13,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Dumont & Blake Investment Advisors LLC | 0.72% | Reduce -0.7% | 75,004 | $3.0M |
| Vermillion Wealth Management, Inc. | 0.15% | New | 13,885 | $548K |
| Carret Asset Management, LLC | 0.05% | No change | 12,718 | $502K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,549 | $61K |
| Estabrook Capital Management | 0.00% | No change | 771 | $30K |
| Westside Investment Management, Inc. | 0.00% | No change | 182 | $7K |
"% of holder's portfolio" is SWSSX's weight in each manager's 13F, not the share of Schwab Small-Cap Index the manager owns.