Schwab Fndmntl US LRG CompSFLNX
13F holders, Q1 2025 (March 31)4holders −1
0new positions
1sold out
$27.87avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($15.5M), First Merchants Corp. ($882K) and Luminist Capital LLC ($4K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $368 |
All 13F filers, Q4 2024 → Q1 2025: 71 shares bought and 12,430 shares sold, net −12,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.63% | Reduce -1.4% | 556,450 | $15.5M |
| First Merchants Corp. | 0.04% | Reduce -12.3% | 31,628 | $882K |
| Luminist Capital LLC | 0.00% | Add +80.7% | 159 | $4K |
| West Oak Capital, LLC | 0.00% | No change | 573 | $135 |
"% 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.