IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Schwab Small-Cap Index

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Carret Asset Management, LLC
UNCHANGED
Shares12,731 from 12,731
Change0 (0%)
Value$576.6K (-$44.8K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
DECREASED
Shares4,566 from 12,608
Change-8,042 (-64%)
Value$206.8K (-$408.6K)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares1,563 from 1,563
Change0 (0%)
Value$70.8K (+$70.7K)
Filed 2026-11-06
NBT Bank, N.A.
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$44.1K (-$3.3K)
Filed 2026-10-21
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 73,962
Change-73,962 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-28
Fortune Financial Group, Inc.
CLOSED
Shares0 from 5,524
Change-5,524 (-100%)
Value$0 (-$269.6K)
Filed 2026-10-22
Estabrook Capital Management
N/A
Shares— from 780
Change-780 (-100%)
Value—
Status
Carret Asset Management, LLC
UNCHANGED12,73112,73100%$621.4K$576.6K-$44.8K2026-11-04
Vermillion Wealth Management, Inc.
DECREASED4,56612,608-8,042-64%$615.4K$206.8K-$408.6K2026-10-26
Coston, McIsaac & Partners
UNCHANGED1,5631,56300%$76$70.8K+$70.7K2026-11-06
NBT Bank, N.A.
UNCHANGED97197100%$47.4K$44.1K-$3.3K2026-10-21
Dumont & Blake Investment Advisors LLC
CLOSED073,962-73,962-100%$3.6M$0-$3.6M2026-10-28
Fortune Financial Group, Inc.
CLOSED05,524-5,524-100%$269.6K$0-$269.6K2026-10-22
Estabrook Capital Management
N/A—780-780-100%$38.1K———
Showing 7 of 7 institutions