Institutional Ownership
Schwab Small Cap Index
CUSIP 808509848SCHWAB MUTL FUNDSSWSSXQ1 2026
Institutional Holders
6
13F filers
Shares Held
100.5K
Aggregate institutional
Institutional Value
$3.98M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased0
Sold out1
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dumont & Blake Investment Advisors LLC | 75.0K | $3.01M | +329 | Added |
| 2 | Carret Asset Management, LLC | 12.7K | $511.5K | 0 | Held |
| 3 | Fortune Financial Group, Inc. | 5.5K | $221.9K | 0 | Held |
| 4 | Coastwise Capital Group, LLC | 5.0K | $200.1K | +5.0K | New |
| 5 | Estabrook Capital Management | 780 | $31.3K | 0 | Held |
| 6 | Coston, Mcisaac & Partners | 1.6K | $62 | 0 | Held |