Schwab Fndmntl US LRG CompSFLNX
13F holders, Q2 2024 (June 30)6holders +3
2new positions
0sold out
$26.53avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings, up 3 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($13.0M), First Merchants Corp. ($1.5M) and West Oak Capital, LLC ($57K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.5M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 56,164 shares bought, net +56,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fulton Bank, N.A. | 0.53% | Add +0.1% | 491,642 | $13.0M |
| First Merchants Corp. | 0.06% | New | 55,578 | $1.5M |
| West Oak Capital, LLC | 0.02% | No change | 848 | $57K |
| Laffer Tengler Investments, Inc. | 0.00% | No change | 318 | $8K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 267 | $7K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 13 | $350 |
"% 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.