Schwab Fndmntl US LRG CompSFLNX
13F holders, Q2 2025 (June 30)4holders
1new positions
1sold out
$29.14avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($18.0M), First Merchants Corp. ($908K) and Brooklyn Investment Group ($83K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $83K |
| Exits | 1 | $4K |
All 13F filers, Q1 2025 → Q2 2025: 62,214 shares bought and 659 shares sold, net +61,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.66% | Add +10.7% | 615,823 | $18.0M |
| First Merchants Corp. | 0.04% | Reduce -1.6% | 31,128 | $908K |
| Brooklyn Investment Group | 0.01% | New | 2,841 | $83K |
| West Oak Capital, LLC | 0.00% | No change | 573 | $141 |
"% 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.