Vault-13

SCHWAB SMALL CAP INDEX SWSSX

SCHWAB MUTL FUNDS · Open-End Fund · CUSIP 808509848

7 institutional holders +1 vs Q1 2026
108,139108.1k shares reported held*
$5.3mreported value*
2 new 0 added 1 reduced 1 sold out net bought ≈ $371.0k (+7.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $48.81.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 5Q4 22: 5Q1 23: 6Q2 23: 6Q3 23: 5Q4 23: 7Q1 24: 5Q2 24: 5Q3 24: 5Q4 24: 6Q1 25: 7Q2 25: 5Q3 25: 6Q4 25: 6Q1 26: 6Q2 26: 77Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20225
Q4 20225
Q1 20236
Q2 20236
Q3 20235
Q4 20237
Q1 20245
Q2 20245
Q3 20245
Q4 20246
Q1 20257
Q2 20255
Q3 20256
Q4 20256
Q1 20266
Q2 20267

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ4 24: 5 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 1 cut or sold outQ2 25: 1 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 1 cut or sold outQ4 25: 3 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 1 cut or sold outQ2 26: 2 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202401
Q4 202451
Q1 202531
Q2 202513
Q3 202511
Q4 202532
Q1 202621
Q2 202622

Biggest buyers

Vermillion Wealth Management, Inc. New +12,608+12.6k
NBT BANK, N.A. New +971+971

Biggest sellers

Coastwise Capital Group, LLC Sold out -4,979-5.0k
DUMONT & BLAKE INVESTMENT ADVISORS LLC Reduced -1,000-1.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.81% of their portfolio PRINCETON, NJ 73,96274.0k $3.6m $3.6m 0.81% Reduced -1.0k -1,000
2 CARRET ASSET MANAGEMENT, LLC 0.05% of their portfolio NEW YORK, NY 12,73112.7k $621.4k $621.4k 0.05% Unchanged
3 Vermillion Wealth Management, Inc. 0.14% of their portfolio ROSEMOUNT, MN 12,60812.6k $615.4k $615.4k 0.14% New
4 Fortune Financial Group, Inc. 0.21% of their portfolio NAPLES, FL 5,5245.5k $269.6k $269.6k 0.21% Unchanged
5 Coston, McIsaac & Partners 0.02% of their portfolio BAR HARBOR, ME 1,5631.6k $76.0k $76.0k 0.02% Unchanged
6 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 971971 $47.4k $47.4k 0.00% New
7 Estabrook Capital Management 0.01% of their portfolio NEW YORK, NY 780780 $38.1k $38.1k 0.01% Unchanged