SWSSX SCHWAB SMALL CAP INDEX: institutional ownership and insider trading
6 funds reported holding $5.01M of SCHWAB SMALL CAP INDEX in their latest 13F filings; in Q2 2026 funds net bought $371K, with 2 new positions and 1 funds selling out.
Largest institutional holders of SWSSX
- DUMONT & BLAKE INVESTMENT ADVISORS LLC — $3.61M
- CARRET ASSET MANAGEMENT, LLC — $621K
- Vermillion Wealth Management, Inc. — $615K
- Coston, McIsaac & Partners — $76.0K
- NBT BANK, N.A. — $44.1K
- Estabrook Capital Management — $38.1K