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 | 646,070 | 20,719 | 0.72% | 0.69% | 1 | +20,875 | 3.34% | Q4 2025 | Jan 08, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 26,647 | 854 | 0.03% | 0.04% | 2 | -4,164 | -13.51% | Q4 2025 | Jan 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 12,375 | 396 | 0.22% | — | 3 | +12,375 | New | Q4 2025 | Feb 18, 2026 |
| Oakworth Capital, Inc. | History | Added to | 3,376 | 108 | 0.01% | 0.01% | 4 | +55 | 1.66% | Q4 2025 | Jan 30, 2026 |