SFLNX
Schwab Fundamental US Lg Company Index Fund Insti Shs
1W: -1.4%
1M: -2.7%
3M: +1.0%
YTD: +16.3%
1Y: +19.4%
3Y: +75.7%
5Y: +85.5%
$37.79
+0.18 (+0.48%)
Weekly Expected Move ±1.1%
$37
$37
$38
$38
$38
Institutional Ownership — SFLNX
5
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
31M
Total Invested
1
New Positions
1
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 807,258 | $31M | +6,894 | +0.9% | 25Q | SEC ↗ |
| 2 | FIRST MERCHANTS CORP | 14,627 | $553K | -9,983 | -40.6% | 9Q | SEC ↗ |
| 3 | OAKWORTH CAPITAL, INC. | 3,160 | $119K | -216 | -6.4% | 4Q | SEC ↗ |
| 4 | NBT BANK, N.A. NEW | 1,287 | $49K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Garton & Associates Financial Advisors | 0 | $0K | -12,779 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| NBT BANK, N.A. | 1,287 | $49K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 12,779 | $483K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | +6,894 | +0.9% | 807,258 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | -9,983 | -40.6% | 14,627 |
| OAKWORTH CAPITAL, INC. | -216 | -6.4% | 3,160 |