Schwab Fndmntl US LRG CompSFLNX
13F holders, Q4 2025 (December 31)4holders
0new positions
0sold out
$32.07avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($20.7M), First Merchants Corp. ($855K) and Garton & Associates Financial Advisors LLC ($397K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 20,930 shares bought and 4,164 shares sold, net +16,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.72% | Add +3.3% | 646,070 | $20.7M |
| First Merchants Corp. | 0.03% | Reduce -13.5% | 26,647 | $855K |
| Garton & Associates Financial Advisors LLC | 0.23% | — | 12,375 | $397K |
| Oakworth Capital, Inc. | 0.01% | Add +1.7% | 3,376 | $108K |
"% 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.