Schwab Fndmntl US LRG CompSFLNX
13F holders, Q1 2026 (March 31)4holders
0new positions
0sold out
$32.94avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Schwab Fndmntl US LRG Comp (SFLNX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($26.4M), First Merchants Corp. ($811K) and Garton & Associates Financial Advisors LLC ($421K).
- Company
- Schwab Fndmntl US LRG Comp
- CUSIP
- 808509442
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 154,698 shares bought and 2,037 shares sold, net +152,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.93% | Add +23.9% | 800,364 | $26.4M |
| First Merchants Corp. | 0.03% | Reduce -7.6% | 24,610 | $811K |
| Garton & Associates Financial Advisors LLC | 0.34% | Add +3.3% | 12,779 | $421K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,376 | $111K |
"% 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.