Schwab US LRG Cap Val IndxSWLVX
13F holders, Q4 2025 (December 31)1holders
1new positions
0sold out
$16.50avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Schwab US LRG Cap Val Indx (SWLVX) in their 13F filings, unchanged from Q2 2025. 1 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 Q2 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q4 2025: 64 shares bought, net +64 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Curio Wealth, LLC | 0.00% | New | 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.