CUSIP 808509848
SCHWAB SMALL CAP INDEX
9 institutions · $1.5M total · 121,169 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | 13,885 | $547.8K | 11.45% | 2025-09-30 |
| 2 | CARRET ASSET MANAGEMENT, LLC | 12,731 | $506.9K | 10.50% | 2025-12-31 |
| 3 | TWIN CAPITAL MANAGEMENT INC | 11,441 | $370.0K | 9.44% | 2025-03-31 |
| 4 | Estabrook Capital Management | 780 | $31.1K | 0.64% | 2025-12-31 |
| 5 | Strategic Investment Solutions, Inc. /IL | 430 | $12.3K | 0.35% | 2023-09-30 |
| 6 | Westside Investment Management, Inc. | 182 | $7.4K | 0.15% | 2025-12-31 |
| 7 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 74,633 | $3.0K | 61.59% | 2025-12-31 |
| 8 | Fortune Financial Group, Inc. | 5,524 | $227 | 4.55% | 2025-12-31 |
| 9 | Coston, McIsaac & Partners | 1,563 | $62 | 1.28% | 2025-12-31 |