SWSSX SCHWAB SMALL-CAP INDEX
FollowMUTUAL (fund)
5 managers (5 13F filers) reported a position in SWSSX shares at 2025-06-30, 90,735 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 0
- Added
- 1
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 90,735
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | 75,515 | $2.65M | 0.69% | +275 | 13F-HRTimeline |
| CARRET ASSET MANAGEMENT, LLC | 12,718 | $446K | 0.05% | -618 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 1,549 | $54K | 0.01% | 0 | 13F-HRTimeline |
| Estabrook Capital Management | 771 | $27.1K | <0.01% | 0 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 182 | $6.48K | <0.01% | 0 | 13F-HRTimeline |