DOSSIER · 13F Holders · Q2 2026
SWSSX

Schwab Small-Cap Index Fund

7 institutions still hold Schwab Small-Cap Index Fund as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509848·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
7
filers reporting
Concentration
68.58%
DUMONT & BLAKE INVESTMENT ADVISORS LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported SWSSX in Q2 2026. DUMONT & BLAKE INVESTMENT ADVISORS LLC leads at 68.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK 0001287618
$4M74K0.81%Q2 2026
02
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$621K13K0.05%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$615K13K0.14%Q2 2026
04
Fortune Financial Group, Inc.
CIK 0002106311
$270K6K0.21%Q2 2026
05
Coston, McIsaac & Partners
CIK 0001945037
$62K2K0.01%Q4 2025
06
NBT BANK N A /NY
CIK 0000898413
$47K9710.00%Q2 2026
07
Estabrook Capital Management
CIK 0001344717
$38K7800.01%Q2 2026