Schwab Fndmntl US SM CompSFSNX
13F holders, Q1 2024 (March 31)2holders
$56.18avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Schwab Fndmntl US SM Comp (SFSNX) in their 13F filings. The largest holders were West Oak Capital, LLC ($48K) and Game Plan Financial Advisors, LLC ($371).
- Company
- Schwab Fndmntl US SM Comp
- CUSIP
- 808509418
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 2 holders
| West Oak Capital, LLC | 0.02% | No change | 839 | $48K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 22 | $371 |
"% of holder's portfolio" is SFSNX's weight in each manager's 13F, not the share of Schwab Fndmntl US SM Comp the manager owns.