1 institutions reported holding $1,067 of SCHWAB US LG-CAP VALUE INDEX (SWLVX) in SEC 13F filings for 2026-03-31. Largest institutional holders: CURIO WEALTH, LLC ($1,067). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CURIO WEALTH, LLC | $1,067 | 64 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31