13FBOX
SCHWAB SMALL CAP INDEX · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB SMALL CAP INDEX

SWSSX
Institutions
7
Combined AUM (Q2 2026)
$5.3M
Combined Shares (Q2 2026)
108,139
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+13,579
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-5,979
2 · 1 Exit · ≈
⚖️ Net
+7,600
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.3M
Institutions
7
New Buys
2
Adds
0
Reduces
1
Exits
1
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DUMONT & BLAKE INVESTMENT ADVISORS LLC
0.81%1.11%#1$3.6M73,962$3.0M74,962-1,000-1.33%Reduce
CARRET ASSET MANAGEMENT, LLC
0.05%0.05%#4$621,39312,731$511,52612,73100.00%Unchanged
Vermillion Wealth Management, Inc.
0.14%#3$615,38612,608$00+12,608New Buy
Fortune Financial Group, Inc.
0.21%0.2%#2$269,6215,524$221,9505,52400.00%Unchanged
Coston, McIsaac & Partners
0.02%0.01%#5$76,2891,563$62,0001,56300.00%Unchanged
NBT BANK, N.A.
<0.01%#7$47,411971$00+971New Buy
Estabrook Capital Management
0.01%<0.01%#6$38,072780$31,34078000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow