Who owns Schwab Select Small Cap Index?

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Analyze quarterly positions in Schwab Select Small Cap Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab Select Small Cap Index stock

Who bought or sold Schwab Select Small Cap Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Dumont & Blake Investment Advisors 75k $3.0M 0% Mar 2026
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Carret Asset Management 13k $507k 0% Dec 2025
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Fortune Financial Group 5.5k $222k 100% Mar 2026
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Coston, McIsaac & Partners 1.6k $62k 0% Mar 2026
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Estabrook Capital Management 780.00 $31k 1% Dec 2025
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Westside Investment Management 182.00 $7.4k 0% Dec 2025
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