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 | Reduced | 3,456,822 | 56,173 | 1.98% | 1.96% | 1 | -1,353 | -0.04% | Q2 2026 | Jul 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 221,867 | 3,605 | 0.11% | 0.12% | 2 | -3,107 | -1.38% | Q2 2026 | Jul 09, 2026 |
| Financial Gravity Companies, Inc. | History | New | 587 | 9 | 0.0% | — | 3 | +587 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 587 | 8 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q2 2026 | Jul 22, 2026 |