Schwab US LRG Cap GRW IndxSWLGX
13F holders, Q4 2025 (December 31)2holders
$17.53avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab US LRG Cap GRW Indx (SWLGX) in their 13F filings. The largest holders were Carret Asset Management, LLC ($350K) and Kohmann Bosshard Financial Services, LLC ($28K).
- Company
- Schwab US LRG Cap GRW Indx
- CUSIP
- 80850L718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $378K |
| Exits | 0 | $0 |
Ownership 2 holders
| Carret Asset Management, LLC | 0.03% | New | 19,942 | $350K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,616 | $28K |
"% of holder's portfolio" is SWLGX's weight in each manager's 13F, not the share of Schwab US LRG Cap GRW Indx the manager owns.