DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
SFNNX

SCHWAB FUNDAMENTAL INTL EQUITY INDEX FD

5 institutions still hold SCHWAB FUNDAMENTAL INTL EQUITY INDEX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509376·5 13F holders·last filed Mar 31, 2026
Market cap
2.4%
vs prior quarter
13F value held
$55M
75.0% inst. owned
of float
Holders
5
+96 QoQ
filers reporting
Activity
+84 / −66
+810 added · −902 reduced
this quarter
Concentration
93.85%
FIRST MERCHANTS CORP #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported SFNNX in Q1 2026. FIRST MERCHANTS CORP leads at 93.9% of the visible book. +96 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST MERCHANTS CORP
CIK 0000712534
$52M3.5M1.96%Q1 2026
02
FULTON BANK, N.A.
CIK 0000883782
$3M225K0.12%Q1 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$8,7655870.00%Q1 2026
04
Financial Gravity Companies, Inc.
CIK 0001377167
$7,3685870.00%Q2 2025
05
Oakworth Capital, Inc.
CIK 0001588871
$6,1774140.00%Q1 2026