Who owns Schwab Small-Cap Index Fund-Select Shares?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SWSSX from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 108,139 shares of Schwab Small-Cap Index Fund-Select Shares worth $5.3M — about 0.1% of shares outstanding; the largest disclosed holder is DUMONT & BLAKE INVESTMENT ADVISORS LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$5.3M
value, 2026 filers
0.1%
of shares outstanding (108,139 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SWSSX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 73,962 | $3.6M | 0.8% | 0% | -1.3% |
| 2 | CARRET ASSET MANAGEMENT, LLC | 12,731 | $621,393 | 0.1% | 0% | 0.0% |
| 3 | Vermillion Wealth Management, Inc.NEW | 12,608 | $615,386 | 0.1% | 0% | new |
| 4 | Fortune Financial Group, Inc. | 5,524 | $269,621 | 0.2% | 0% | 0.0% |
| 5 | Coston, McIsaac & Partners | 1,563 | $76,000 | 0.0% | 0% | 0.0% |
| 6 | NBT BANK, N.A.NEW | 971 | $47,411 | 0.0% | 0% | new |
| 7 | Estabrook Capital Management | 780 | $38,072 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.