Schwab Fndmntl US LRG CompSFLNX
13F holders, Q4 2024 (December 31)5holders
0new positions
1sold out
$27.83avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($15.7M), First Merchants Corp. ($1.0M) and Luminist Capital LLC ($2K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $8K |
All 13F filers, Q3 2024 → Q4 2024: 50,218 shares bought and 12,041 shares sold, net +38,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fulton Bank, N.A. | 0.61% | Add +9.8% | 564,410 | $15.7M |
| First Merchants Corp. | 0.04% | Reduce -24.2% | 36,085 | $1.0M |
| Luminist Capital LLC | 0.00% | — | 88 | $2K |
| Fairfield Financial Advisors, LTD | 0.00% | No change | 13 | $368 |
| West Oak Capital, LLC | 0.00% | Reduce -32.4% | 573 | $136 |
"% 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.