# Schwab Small-Cap Index Fund IND

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.

## Summary

- Issuer: Schwab Small-Cap Index Fund
- Class: IND
- CUSIP: 808509848
- 13F holders: 7
- 13F value: $4.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [DUMONT & BLAKE INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/109318) | PRINCETON, NJ | $3.0M | 74,962 |
| CARRET ASSET MANAGEMENT, LLC | NEW YORK, NY | $621K | 12,731 |
| [Vermillion Wealth Management, Inc.](https://search.stillhousedata.com/firm/281978) | ROSEMOUNT, MN | $615K | 12,608 |
| [Fortune Financial Group, Inc.](https://search.stillhousedata.com/firm/111378) | NAPLES, FL | $270K | 5,524 |
| NBT BANK, N.A. | NORWICH, NY | $47K | 971 |
| [Estabrook Capital Management](https://search.stillhousedata.com/firm/128856) | NEW YORK, NY | $31K | 780 |
| [Coston, McIsaac & Partners](https://search.stillhousedata.com/firm/194515) | BAR HARBOR, ME | $62 | 1,563 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808509848.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.