DOSSIER · 13F Holders · Q2 2026
SFLNX

Schwab Fundamental US Large Company

5 institutions still hold Schwab Fundamental US Large Company as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509442·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$31M
visible holders
Holders
5
filers reporting
Concentration
97.69%
FULTON BANK, N.A. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported SFLNX in Q2 2026. FULTON BANK, N.A. leads at 97.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FULTON BANK, N.A.
CIK 0000883782
$30M807K0.91%Q2 2026
02
FIRST MERCHANTS CORP
CIK 0000712534
$540K15K0.02%Q2 2026
03
Oakworth Capital, Inc.
CIK 0001588871
$117K3K0.01%Q2 2026
04
NBT BANK N A /NY
CIK 0000898413
$48K1K0.00%Q2 2026
05
West Oak Capital, LLC
CIK 0001387399
$1515730.01%Q3 2025