7 institutions reported holding $4.0M of SCHWAB SMALL CAP INDEX FUND (SWSSX) in SEC 13F filings for 2026-03-31. Largest institutional holders: DUMONT & BLAKE INVESTMENT ADVISORS LLC ($3.0M), CARRET ASSET MANAGEMENT, LLC ($511,526), Fortune Financial Group, Inc. ($221,950), Coastwise Capital Group, LLC ($200,063), Coston, McIsaac & Partners ($62,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $3.0M | 74,962 | Added |
| 2 | CARRET ASSET MANAGEMENT, LLC | $511,526 | 12,731 | Hold |
| 3 | Fortune Financial Group, Inc. | $221,950 | 5,524 | Hold |
| 4 | Coastwise Capital Group, LLC | $200,063 | 4,979 | New |
| 5 | Coston, McIsaac & Partners | $62,000 | 1,563 | Hold |
| 6 | Estabrook Capital Management | $31,340 | 780 | Hold |
| 7 | Westside Investment Management, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31