SCHWAB CAPITAL TRUST - SFLNX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Added to | 800,364 | 26,364 | 0.93% | 0.72% | 1 | +154,294 | 23.88% | Q1 2026 | Apr 24, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 24,610 | 810 | 0.03% | 0.03% | 2 | -2,037 | -7.64% | Q1 2026 | Apr 16, 2026 |
| Garton & Associates Financial Advisors LLC | History | Added to | 12,779 | 420 | 0.34% | 0.22% | 3 | +404 | 3.26% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,376 | 111 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |