Who owns Schwab Select Small Cap Index?
- Ticker: SWSSX
- CUSIP Number: 808509848
Tip: Access positions for across all investors
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 | $621k | 0% | Jun 2026 |
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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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| NBT Bank | 971.00 | $47k | 100% | Jun 2026 |
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| Estabrook Capital Management | 780.00 | $31k | 0% | Mar 2026 |
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Who sold out of Schwab Select Small Cap Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Coastwise Capital Group | Mar 2026 | 5.0k | $200k |