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 | 807,258 | 29,820 | 0.91% | 0.93% | 1 | +6,894 | 0.86% | Q2 2026 | Jul 09, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 14,627 | 540 | 0.02% | 0.03% | 2 | -9,983 | -40.56% | Q2 2026 | Jul 15, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 3,160 | 116 | 0.01% | 0.01% | 3 | -216 | -6.4% | Q2 2026 | Jul 22, 2026 |
| NBT BANK, N.A. | History | New | 1,287 | 47 | 0.0% | — | 4 | +1,287 | New | Q2 2026 | Jul 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -12,779 | -100.0% | Q2 2026 | Aug 11, 2026 |