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Schwab Small-Cap Equity
CUSIP: 808509673 | 2 institutional holders
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Institutional Holders — Q2 2026
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Vermillion Wealth Management, Inc.
557
0.0% of portfolio
›
$14.5K
Game Plan Financial Advisors, LLC
108
0.0% of portfolio
›
$2.8K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Vermillion Wealth Management, Inc.
557
$14.5K
0.0%
Value
Low
Rosemount, MN
2026-07-16
Game Plan Financial Advisors, LLC
108
$2.8K
0.0%
Core
Medium
Westlake, OH
2026-08-07