Institutional Ownership
Schwab Cap Tr
CUSIP 808509442FDL USLCOIDX ISFLNXQ1 2026
Institutional Holders
4
13F filers
Shares Held
841.1K
Aggregate institutional
Institutional Value
$27.71M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased1
Sold out0
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 800.4K | $26.36M | +154.3K | Added |
| 2 | First Merchants Corp | 24.6K | $810.6K | −2.0K | Reduced |
| 3 | Garton & Associates Financial Advisors LLC | 12.8K | $421.0K | +404 | Added |
| 4 | Oakworth Capital, Inc. | 3.4K | $111.2K | 0 | Held |