Schwab Fndmntl US LRG CompSFLNX
13F holders, Q3 2025 (September 30)4holders
1new positions
1sold out
$31.37avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($19.6M), First Merchants Corp. ($967K) and Oakworth Capital, Inc. ($104K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $104K |
| Exits | 1 | $83K |
All 13F filers, Q2 2025 → Q3 2025: 12,693 shares bought and 3,158 shares sold, net +9,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.69% | Add +1.5% | 625,195 | $19.6M |
| First Merchants Corp. | 0.04% | Reduce -1.0% | 30,811 | $967K |
| Oakworth Capital, Inc. | 0.01% | New | 3,321 | $104K |
| West Oak Capital, LLC | 0.00% | No change | 573 | $151 |
"% 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.