8 institutions reported holding $5.3M of Schwab Small-Cap Index Fund (SWSSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: DUMONT & BLAKE INVESTMENT ADVISORS LLC ($3.6M), CARRET ASSET MANAGEMENT, LLC ($621,393), Vermillion Wealth Management, Inc. ($615,386), Fortune Financial Group, Inc. ($269,621), Coston, McIsaac & Partners ($76,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $3.6M | 73,962 | Trimmed |
| 2 | CARRET ASSET MANAGEMENT, LLC | $621,393 | 12,731 | Hold |
| 3 | Vermillion Wealth Management, Inc. | $615,386 | 12,608 | New |
| 4 | Fortune Financial Group, Inc. | $269,621 | 5,524 | Hold |
| 5 | Coston, McIsaac & Partners | $76,000 | 1,563 | Hold |
| 6 | NBT BANK N A /NY | $47,411 | 971 | New |
| 7 | Estabrook Capital Management | $38,072 | 780 | Hold |
| 8 | Coastwise Capital Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30