Institutional Ownership
Schwab Small Cap Index
CUSIP 808509848SCHWAB MUTL FUNDSSWSSXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Dumont & Blake Investment Advisors LLC | 75.0K | $3.01M |
| 2 | Carret Asset Management, LLC | 12.7K | $511.5K |
| 3 | Fortune Financial Group, Inc. | 5.5K | $221.9K |
| 4 | Coastwise Capital Group, LLC | 5.0K | $200.1K |
| 5 | Estabrook Capital Management | 780 | $31.3K |
| 6 | Coston, Mcisaac & Partners | 1.6K | $62 |