Schwab Small-Cap IndexSWSSX
13F holders, Q4 2025 (December 31)6holders
0new positions
1sold out
$39.89avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Schwab Small-Cap Index (SWSSX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($3.0M), Carret Asset Management, LLC ($507K) and Fortune Financial Group, Inc. ($227K).
- Company
- Schwab Small-Cap Index
- CUSIP
- 808509848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $548K |
All 13F filers, Q3 2025 → Q4 2025: 36 shares bought and 14,256 shares sold, net −14,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Dumont & Blake Investment Advisors LLC | 0.71% | Reduce -0.5% | 74,633 | $3.0M |
| Carret Asset Management, LLC | 0.05% | Add +0.1% | 12,731 | $507K |
| Fortune Financial Group, Inc. | 0.22% | — | 5,524 | $227K |
| Coston, McIsaac & Partners | 0.01% | Add +0.9% | 1,563 | $62K |
| Estabrook Capital Management | 0.00% | Add +1.2% | 780 | $31K |
| 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.