Who owns Schwab Fundamental US Lg Company Index Fund Insti Shs?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SFLNX from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 826,332 shares of Schwab Fundamental US Lg Company Index Fund Insti Shs worth $30.5M — about 0.2% of shares outstanding; the largest disclosed holder is Fulton Bank, N.A.. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$30.5M
value, 2026 filers
0.2%
of shares outstanding (826,332 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SFLNX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 807,258 | $29.8M | 0.9% | 0.2% | +0.9% |
| 2 | FIRST MERCHANTS CORP | 14,627 | $540,327 | 0.0% | 0% | -40.6% |
| 3 | OAKWORTH CAPITAL, INC. | 3,160 | $116,740 | 0.0% | 0% | -6.4% |
| 4 | NBT BANK, N.A.NEW | 1,287 | $47,535 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.