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Schwab Us Large-cap Value Index shares owned by Curio Wealth

Quarter-by-quarter ownership of Schwab Us Large-cap Value Index (SWLVX) shares owned by Curio Wealth from 13F filings

Historical chart of Curio Wealth investment in Schwab Us Large-cap Value Index

Tip: Access up to 7 years of quarterly data

All positions including Schwab Us Large-cap Value Index held by Curio Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Us Large-cap Value Index by Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1k 64 16.50
2025-06-30 $975 16 60.94
2025-03-31 $920 1 920.00

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Dfa Int Core Equity Etf Etf (DFAI)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Us Small Cap Etf Etf (DFAS)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Avantis Us Small Cap Value Etf Etf (AVUV)
Dfa Core Fixed Income Etf Etf (DFCF)

View all positions for Curio Wealth

Top funds holding Schwab Us Large-cap Value Index

Curio Wealth

View all funds holding Schwab Us Large-cap Value Index