Schwab Small-Cap Index Fund IND is a security (CUSIP 808509848) tracked across SEC portfolio filings. 7 institutional managers reported $4.6M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | PRINCETON, NJ | $3.0M | 74,962 |
| CARRET ASSET MANAGEMENT, LLC | NEW YORK, NY | $621K | 12,731 |
| Vermillion Wealth Management, Inc. | ROSEMOUNT, MN | $615K | 12,608 |
| Fortune Financial Group, Inc. | NAPLES, FL | $270K | 5,524 |
| NBT BANK, N.A. | NORWICH, NY | $47K | 971 |
| Estabrook Capital Management | NEW YORK, NY | $31K | 780 |
| Coston, McIsaac & Partners | BAR HARBOR, ME | $62 | 1,563 |