DOSSIER · 13F Holders · Q2 2026
SWSCX

SCHWAB SMALLCAP EQUITY

2 institutions still hold SCHWAB SMALLCAP EQUITY as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509673·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$17K
visible holders
Holders
2
filers reporting
Concentration
83.82%
Vermillion Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported SWSCX in Q2 2026. Vermillion Wealth Management, Inc. leads at 83.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Vermillion Wealth Management, Inc.
CIK 0001737012
$15K5570.00%Q2 2026
02
Game Plan Financial Advisors, LLC
CIK 0001802952
$3K1080.00%Q2 2026