Schwab Fndmntl US LRG CompSFLNX
13F holders, Q3 2024 (September 30)5holders −1
0new positions
1sold out
$28.49avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($14.7M), First Merchants Corp. ($1.4M) and Mfa Wealth Advisors, LLC ($8K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $8K |
All 13F filers, Q2 2024 → Q3 2024: 22,550 shares bought and 8,312 shares sold, net +14,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fulton Bank, N.A. | 0.56% | Add +4.6% | 514,192 | $14.7M |
| First Merchants Corp. | 0.05% | Reduce -14.4% | 47,584 | $1.4M |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 267 | $8K |
| West Oak Capital, LLC | 0.00% | No change | 848 | $609 |
| Fairfield Financial Advisors, LTD | 0.00% | No change | 13 | $377 |
"% 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.