SFLNX Institutional Ownership & Shareholders
SCHWAB FNDMNTL US LRG COMP (SFLNX) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.04M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Fulton Bank, N.A. is currently the largest disclosed institutional shareholder of SFLNX tracked by InsiderSet, reporting ownership valued at approximately $31.33M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SFLNX value among the investors covered in this analysis. Major shareholders include Fulton Bank, N.A., First Merchants Corp, Oakworth Capital, Inc., and several other long-term asset managers with concentrated positions in SCHWAB FNDMNTL US LRG COMP (SFLNX).
This page ranks the largest institutional SFLNX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
4
Total Reported Value
$32.04M
Largest Holder
Fulton Bank, N.A.
Largest Position
$31.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fulton Bank, N.A. | 0.95% | 835,388 | $31,327,084 | — | — | — | |
| First Merchants Corp | 0.02% | 14,627 | $548,518 | — | — | — | |
| Oakworth Capital, Inc. | 0.01% | 3,124 | $117,148 | — | — | — | |
| Nbt Bank N A | 0.00% | 1,287 | $48,526 | — | — | — |
Frequently asked questions about SFLNX
Who are the largest institutional holders of SFLNX?
The largest institutional holders of SFLNX reported in the latest SEC Form 13F filings include Fulton Bank, N.A., First Merchants Corp, Oakworth Capital, Inc., and Nbt Bank N A. InsiderSet ranks institutional holders by their latest reported SFLNX position.
What is SFLNX institutional ownership?
This page tracks SFLNX positions reported by institutional investment managers through SEC Form 13F. SCHWAB FNDMNTL US LRG COMP (SFLNX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SFLNX?
InsiderSet currently tracks 4 institutional managers reporting SFLNX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SFLNX shareholders.
How much SFLNX stock do institutions own?
Institutional investment managers disclosed approximately $32.04M in SFLNX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SFLNX institutional ownership last updated?
The latest SFLNX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SFLNX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SFLNX position after the reporting date.
Are institutions buying or selling SFLNX?
Institutional buying and selling can be analyzed by comparing SFLNX positions across consecutive 13F reporting periods. InsiderSet's SFLNX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SFLNX ownership changes.
How has SFLNX institutional ownership changed over time?
InsiderSet tracks SFLNX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.