Schwab Fndmntl US LRG CompSFLNX
13F holders, Q2 2026 (June 30)4holders
1new positions
1sold out
$36.94avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($29.8M), First Merchants Corp. ($540K) and Oakworth Capital, Inc. ($117K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $48K |
| Exits | 1 | $421K |
All 13F filers, Q1 2026 → Q2 2026: 8,181 shares bought and 22,978 shares sold, net −14,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.91% | Add +0.9% | 807,258 | $29.8M |
| First Merchants Corp. | 0.02% | Reduce -40.6% | 14,627 | $540K |
| Oakworth Capital, Inc. | 0.01% | Reduce -6.4% | 3,160 | $117K |
| NBT Bank, N.A. | 0.00% | New | 1,287 | $48K |
"% of holder's portfolio" is SFLNX's weight in each manager's 13F, not the share of Schwab Fndmntl US LRG Comp the manager owns.