Schwab Small-Cap IndexSWSSX
13F holders, Q1 2026 (March 31)6holders
1new positions
1sold out
$40.17avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Schwab Small-Cap Index (SWSSX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Dumont & Blake Investment Advisors LLC ($3.0M), Carret Asset Management, LLC ($512K) and Fortune Financial Group, Inc. ($222K).
- Company
- Schwab Small-Cap Index
- CUSIP
- 808509848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $200K |
| Exits | 1 | $7K |
All 13F filers, Q4 2025 → Q1 2026: 5,308 shares bought and 182 shares sold, net +5,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Dumont & Blake Investment Advisors LLC | 0.75% | Add +0.4% | 74,962 | $3.0M |
| Carret Asset Management, LLC | 0.05% | No change | 12,731 | $512K |
| Fortune Financial Group, Inc. | 0.20% | No change | 5,524 | $222K |
| Coastwise Capital Group, LLC | 0.11% | New | 4,979 | $200K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,563 | $62K |
| Estabrook Capital Management | 0.00% | No change | 780 | $31K |
"% of holder's portfolio" is SWSSX's weight in each manager's 13F, not the share of Schwab Small-Cap Index the manager owns.