Schwab US LRG Cap Val IndxSWLVX
13F holders, Q1 2025 (March 31)1holders
$920.00avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Schwab US LRG Cap Val Indx (SWLVX) in their 13F filings. The largest holder was Curio Wealth, LLC ($920).
- Company
- Schwab US LRG Cap Val Indx
- CUSIP
- 80850L734
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $920 |
| Exits | 0 | $0 |
Ownership 1 holders
| Curio Wealth, LLC | 0.00% | New | 1 | $920 |
"% 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.