Schwab US LRG Cap Val IndxSWLVX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$16.67avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Schwab US LRG Cap Val Indx (SWLVX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Curio Wealth, LLC ($1K).
- Company
- Schwab US LRG Cap Val Indx
- CUSIP
- 80850L734
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Curio Wealth, LLC | 0.00% | No change | 64 | $1K |
"% of holder's portfolio" is SWLVX's weight in each manager's 13F, not the share of Schwab US LRG Cap Val Indx the manager owns.