SWSSX SCHWAB SMALL-CAP INDEX
FollowMUTUAL (fund)
7 managers (7 13F filers) reported a position in SWSSX shares at 2025-03-31, 117,097 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 117,097
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 75,240 | $2.43M | 0.68% | +506 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 14,578 | $471K | 0.14% | new | 13F-HRTimeline |
| CARRET ASSET MANAGEMENT, LLC | 13,336 | $431K | 0.05% | 0 | 13F-HRTimeline |
| TWIN CAPITAL MANAGEMENT INC | 11,441 | $370K | 0.04% | 0 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 1,549 | $50K | 0.01% | 0 | 13F-HRTimeline |
| Estabrook Capital Management | 771 | $24.9K | <0.01% | -721 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 182 | $5.92K | <0.01% | +150 | 13F-HRTimeline |