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 | 3,371,196 | 46,825 | 1.73% | 1.66% | 1 | +119,169 | 3.66% | Q4 2025 | Jan 12, 2026 |
| FULTON BANK, N.A. | History | Reduced | 225,601 | 3,133 | 0.11% | 0.11% | 2 | -8,546 | -3.65% | Q4 2025 | Jan 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 587 | 8 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 414 | 5 | 0.0% | 0.0% | 4 | +21 | 5.34% | Q4 2025 | Jan 30, 2026 |