SCHWAB CAPITAL TRUST - SFNNX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Added to | 3,458,175 | 51,630 | 1.96% | 1.73% | 1 | +86,979 | 2.58% | Q1 2026 | Apr 16, 2026 |
| FULTON BANK, N.A. | History | Reduced | 224,974 | 3,358 | 0.12% | 0.11% | 2 | -627 | -0.28% | Q1 2026 | Apr 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 587 | 8 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 414 | 6 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |