SWSSX SCHWAB SMALL-CAP INDEX
FollowMUTUAL (fund)
7 managers (7 13F filers) reported a position in SWSSX shares at 2026-06-30, 108,139 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 0
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 108,139
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 | 73,962 | $3.61M | 0.81% | -1,000 | 13F-HRTimeline |
| CARRET ASSET MANAGEMENT, LLC | 12,731 | $621K | 0.05% | 0 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 12,608 | $615K | 0.14% | new | 13F-HRTimeline |
| Fortune Financial Group, Inc. | 5,524 | $270K | 0.21% | 0 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 1,563 | $76K | 0.02% | 0 | 13F-HRTimeline |
| NBT BANK, N.A.in group NBT BANK, N.A. | 971 | $47.4K | <0.01% | new | 13F-HRTimelineGroup |
| Estabrook Capital Management | 780 | $38.1K | 0.01% | 0 | 13F-HRTimeline |