Schwab US LRG Cap GRW IndxSWLGX
13F holders, Q1 2026 (March 31)1holders −1
0new positions
1sold out
$15.81avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Schwab US LRG Cap GRW Indx (SWLGX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holder was Carret Asset Management, LLC ($315K).
- 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 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $28K |
All 13F filers, Q4 2025 → Q1 2026: 1,616 shares sold, net −1,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Carret Asset Management, LLC | 0.03% | No change | 19,942 | $315K |
"% 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.