DOSSIER · 13F Holders · Q3 2026
SWSSX
Schwab Small-Cap Index Fund
5 institutions still hold Schwab Small-Cap Index Fund as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 808509848·5 13F holders·last filed Sep 30, 2026
AI Holders Summary · Q3 2026
5 institutions reported SWSSX in Q3 2026. CARRET ASSET MANAGEMENT, LLC leads at 61.6% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.