Schwab Fndmntl US LRG CompSFLNX
13F holders, Q1 2024 (March 31)3holders
$26.61avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($13.0M), West Oak Capital, LLC ($57K) and Laffer Tengler Investments, Inc. ($8K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $4K |
Ownership 3 holders
| Fulton Bank, N.A. | 0.53% | Add +2.5% | 491,323 | $13.0M |
| West Oak Capital, LLC | 0.02% | No change | 848 | $57K |
| Laffer Tengler Investments, Inc. | 0.00% | No change | 318 | $8K |
"% 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.