SWSSX SCHWAB SMALL-CAP INDEX
FollowMUTUAL (fund)
6 managers (6 13F filers) reported a position in SWSSX shares at 2025-12-31, 95,413 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 95,413
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 74,633 | $2.97M | 0.71% | -371 | 13F-HRTimeline |
| CARRET ASSET MANAGEMENT, LLC | 12,731 | $507K | 0.05% | +13 | 13F-HRTimeline |
| Fortune Financial Group, Inc. | 5,524 | $227K | 0.22% | 13F-HRTimeline | |
| Coston, McIsaac & Partners | 1,563 | $62K | 0.01% | +14 | 13F-HRTimeline |
| Estabrook Capital Management | 780 | $31.1K | <0.01% | +9 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 182 | $7.36K | <0.01% | 0 | 13F-HRTimeline |