2 institutions reported holding $315,286 of SCHWAB US LARGE CAP GROWTH IND (SWLGX) in SEC 13F filings for 2026-03-31. Largest institutional holders: CARRET ASSET MANAGEMENT, LLC ($315,286), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | $315,286 | 19,942 | Hold |
| 2 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31