| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CARRET ASSET MANAGEMENT, LLC | 43 | 43 | 0.06% | 0.08% | 0.10% | Q1 2013 | Q3 2023 | 43 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41 | 41 | 0.44% | 0.69% | 0.81% | Q3 2013 | Q3 2023 | 41 |
| Estabrook Capital Management | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 13 |
| Coston, McIsaac & Partners | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
| VAN STRUM & TOWNE INC. | 5 | 5 | 0.16% | 0.17% | 0.18% | Q4 2015 | Q4 2016 | 5 |
| TWIN CAPITAL MANAGEMENT INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
| PITTENGER & ANDERSON INC | 4 | 4 | 0.36% | 0.37% | 0.40% | Q2 2013 | Q1 2014 | 4 |
| ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
| NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
| ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 3 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
This page lists all the filers that currently own SCHWAB SMALL-CAP INDEX or have owned SCHWAB SMALL-CAP INDEX in the past.