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Schwab Small-Cap Index

CUSIP: 808509848 | 20 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Carret Asset Management, LLC12,731
0.1% of portfolio›$576.6K
Vermillion Wealth Management, Inc.4,566
0.2% of portfolio›$206.8K
Coston, McIsaac & Partners1,563
0.0% of portfolio›$70.8K
NBT Bank, N.A.971
0.0% of portfolio›$44.1K
StyleTurnoverLocationFiled
Carret Asset Management, LLC
12,731$576.6K0.1%CoreVery LowNew York, NY2026-11-04
Vermillion Wealth Management, Inc.
4,566$206.8K0.2%ValueLowRosemount, MN2026-10-26
Coston, McIsaac & Partners
1,563$70.8K0.0%YieldVery LowBar Harbor, ME2026-11-06
NBT Bank, N.A.
971$44.1K0.0%CoreLowNorwich, NY2026-10-21