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Schwab Select Small Cap Index shares owned by Coastwise Capital Group

Quarter-by-quarter ownership of Schwab Select Small Cap Index (SWSSX) shares owned by Coastwise Capital Group from 13F filings

Historical chart of Coastwise Capital Group investment in Schwab Select Small Cap Index

Tip: Access up to 7 years of quarterly data

All positions including Schwab Select Small Cap Index held by Coastwise Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Select Small Cap Index by Coastwise Capital Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $200k 5.0k 40.18

More positions owned by Coastwise Capital Group

Schwab Value Advantage Mutual Funds (SNAXX)
Sch US Div Equity Etf Equities (SCHD)
Apple Equities (AAPL)
S P D R TRUST Unit SR Equities (SPY)
Schwab Value Advantage Mutual Funds (SWVXX)
Alphabet Equities (GOOGL)
Amazon Equities (AMZN)
Microsoft Corp Equities (MSFT)
Nvidia Corp Equities (NVDA)
Schw US Lcap Val Etf Equities (SCHV)
Lam Research Corporation Equities (LRCX)
Verizon Communications Equities (VZ)
Tesla Motors Equities (TSLA)
Spdr Portfolio S&P 600 Equities (SPSM)
Meta Platforms Equities (META)

View all positions for Coastwise Capital Group

Top funds holding Schwab Select Small Cap Index

Dumont & Blake Investment Advisors
Carret Asset Management
Fortune Financial Group
Coastwise Capital Group
Coston, McIsaac & Partners
Estabrook Capital Management

View all funds holding Schwab Select Small Cap Index