SWSSX
Schwab Small-Cap Index Fund-Select Shares
1W: -1.1%
1M: -4.8%
3M: -6.4%
YTD: +12.9%
1Y: +14.9%
3Y: +62.7%
5Y: +32.5%
$45.87
+0.42 (+0.92%)
Weekly Expected Move ±1.4%
$44
$45
$45
$46
$47
Institutional Ownership — SWSSX
8
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
2
New Positions
0
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 73,962 | $3M | -1,000 | -1.3% | 52Q | SEC ↗ |
| 2 | CARRET ASSET MANAGEMENT, LLC | 12,731 | $584K | — | +0.0% | 16Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 12,608 | $578K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Fortune Financial Group, Inc. | 5,524 | $253K | — | +0.0% | 3Q | SEC ↗ |
| 5 | Coston, McIsaac & Partners | 1,563 | $72K | — | +0.0% | 16Q | SEC ↗ |
| 6 | NBT BANK, N.A. NEW | 971 | $45K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Estabrook Capital Management | 780 | $36K | — | +0.0% | 27Q | SEC ↗ |
| 8 | Coastwise Capital Group, LLC | 0 | $0K | -4,979 | -100.0% | 1Q | SEC ↗ |
| 9 | Westside Investment Management, Inc. | 0 | $0K | -182 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 12,608 | $578K |
| NBT BANK, N.A. | 971 | $45K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Coastwise Capital Group, LLC | 4,979 | $228K |
| Westside Investment Management, Inc | 182 | $8K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS | -1,000 | -1.3% | 73,962 |