Institutional Ownership
Schwab Cap Tr
CUSIP 808509442FDL USLCOIDX ISFLNXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
4
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Fulton Bank, N.A. | 800.4K | $26.36M |
| 2 | First Merchants Corp | 24.6K | $810.6K |
| 3 | Garton & Associates Financial Advisors LLC | 12.8K | $421.0K |
| 4 | Oakworth Capital, Inc. | 3.4K | $111.2K |