SFLNX SCHWAB FNDMNTL US LRG COMP
FollowCOM (fund)
5 managers (5 13F filers) reported a position in SFLNX shares at 2024-12-31, 601,169 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 0
- Added
- 1
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 601,169
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 564,410 | $15.7M | 0.61% | +50,218 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 36,085 | $1.01M | 0.04% | -11,499 | 13F-HRTimeline |
| Luminist Capital LLC | 88 | $2.45K | <0.01% | 13F-HRTimeline | |
| Fairfield Financial Advisors, LTD | 13 | $368 | <0.01% | 0 | 13F-HRTimeline |
| West Oak Capital, LLC | 573 | $136 | <0.01% | -275 | 13F-HR/ATimeline |