Schwab Small-cap Index
$47.22-1.2%
+$613.9K
Net Activity
+7.56% total shares
Institutions Holding
7
Popularity Rank
#10936
Avg Weight
0.18%
Total Value
$5.3M
7 institutions currently hold SWSSX, with 2 net buyers and 2 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
2
Net Buying Institutions
2
Top 5 by Value
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Across its top 7 institutional holders, SWSSX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 26/100).
SWSSX ranks #10936 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
7 institutions disclose a position in SWSSX, but none treat it as a major bet — even Dumont & Blake Investment Advisors LLC, its most concentrated holder, allocates just 0.8% of its own portfolio to it.
Dumont & Blake Investment Advisors LLC has added to its SWSSX position for two straight quarters, increasing it by $638.1K to reach $3.6M today.
+$662.8K
Total Buy Value
$248.9K
Total Sell Value
2
Net Buyers
2
Net Sellers
SWSSX
Q2 2026
Top 5 Institutional Movers
+$615.4K
+$598.2K
-$200.1K
+$109.9K
+$47.7K
SWSSX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808509848
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Access SWSSX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SWSSXCLI
npx alphasmo stocks get SWSSX