Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

Schwab Small Cap Index (SWSSX)

Q: Is it too late to buy Schwab Small Cap Index (SWSSX) following the 2026 Q1 hedge fund 13F filings?

As of today, SWSSX has moved +6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +5.6%. Since the quarter end (March 31, 2026), SWSSX gained +19.5% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

6 + Investors. Track Smart Money conviction in SWSSX. See who's accumulating, reducing, or initiating positions.

Net Flow Q/Q

→ 0

Streak

1Q —

Buyers last Q

67%

Smart Money Signals — SWSSX

Based on 6 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

High ownership — 86% of 3.0Y peak

86% of all-time peak

6 funds currently hold this stock — 86% of the 3.0-year high of 7 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q

1 fewer hedge funds hold SWSSX compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟢

More buyers than sellers — 67% buying

2 buying1 selling

Last quarter: 2 funds were net buyers (1 opened a brand new position + 1 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 0 → 1 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 0% medium ■ 33% new

4 out of 6 hedge funds have held SWSSX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~1 new funds/quarter

1 → 0 → 1 → 1 → 1 new funds/Q

New funds entering each quarter: 0 → 1 → 1 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 67% veterans vs 33% newcomers

■ 67% veterans ■ 0% 1-2yr ■ 33% new

Entry-cohort mix of 6 holders: 4 (67%) are 2+ year veterans, 0 entered 1–2 years ago, and 2 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SWSSX

In 2026 Q1, 2 hedge funds were net buyers of SWSSX (1 opened a new position, 1 added to an existing one), while 1 reduced or exited (1 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 6.

Hedge Fund Ownership: SWSSX

How many hedge funds hold SWSSX — quarterly history vs. share price

Quarterly hedge fund ownership of SWSSX vs. share price

Stock Performance

Real-time

Is It Too Late to Buy Schwab Small Cap Index (SWSSX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SWSSX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago

SWSSX

+19.5%

SPY

+14.9%

SWSSX outperformed SPY by +4.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago

SWSSX

+6.7%

SPY

+1.1%

Since the filing became public, SWSSX outperformed SPY by +5.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?

Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction

Consensus

0.0

/ 10

breadth

Elite

0.2

/ 10

conviction

Hedge Fund Positioning: SWSSX

6 + Investors

Track Smart Money conviction in SWSSX. See who's accumulating, reducing, or initiating positions.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	6	6	-
13F Shares	101K	95K	5.37%
Total Value	$4M	$4M	6.11%
New Positions	1	1	-
Increased Positions	1	3	-2
Closed Positions	1	1	-
Reduced Positions	0	1	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: SWSSX

Valuation Measures Data as of: --

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Financial Highlights

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Income Statement & Cash Flow

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Institutional Holders (2026 Q1)

6 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SWSSX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 6 SWSSX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Dumont & Blake Investment Advisors LLC	0.75%	74,962	$3.0M
2	Fortune Financial Group, Inc.	0.20%	5,524	$222K
3	Coastwise Capital Group, LLC	0.11%	4,979	$200K
4	Carret Asset Management, LLC	0.05%	12,731	$512K
5	Coston, McIsaac & Partners	0.01%	1,563	$62K
6	Estabrook Capital Management	0.00%	780	$31K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Schwab Small Cap Index (SWSSX)

What does the Smart Money Trend signal show for SWSSX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SWSSX?

More buyers than sellers — 67% buying: Last quarter: 2 funds were net buyers (1 opened a brand new position + 1 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SWSSX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWSSX?

67% of holders stayed for 2+ years: 4 out of 6 hedge funds have held SWSSX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Schwab Small Cap Index (SWSSX) following the 2026 Q1 hedge fund 13F filings?

As of today, SWSSX has moved +6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +5.6%. Since the quarter end (March 31, 2026), SWSSX has gained +19.5% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.