FULTON BANK, N.A. SFLNX — SCHWAB CAP TR FDL USLCOIDX I

Ownership history in FULTON BANK, N.A.  ·  56 quarters on record

AI Ownership Summary

FULTON BANK, N.A. reported SCHWAB CAP TR FDL USLCOIDX I (SFLNX) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.93% in 2026 Q1. The latest visible filing shows SFLNX at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SFLNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FULTON BANK, N.A.'s position in SCHWAB CAP TR FDL USLCOIDX I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SFLNX was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SFLNX stock page FULTON BANK, N.A. fund profile FULTON BANK, N.A. full holdings
How FULTON BANK, N.A. held SFLNX — position size vs. price
% of Fund (quarterly)    SFLNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 800,364 +154,294 +23.9% 0.93% $26.4M 2026-04-24 $34.93
2025 Q4 ADDED — — — 646,070 +20,875 +3.3% 0.72% $20.7M 2026-01-08 $32.92
2025 Q3 ADDED — — — 625,195 +9,372 +1.5% 0.69% $19.6M 2025-10-21 $31.14
2025 Q2 ADDED — — — 615,823 +59,373 +10.7% 0.66% $18.0M 2025-07-10 $29.26
2025 Q1 REDUCED — — — 556,450 -7,960 -1.4% 0.63% $15.5M 2025-04-09 $26.14
2024 Q4 ADDED — — — 564,410 +50,218 +9.8% 0.61% $15.7M 2025-01-08 $27.55
2024 Q3 ADDED — — — 514,192 +22,550 +4.6% 0.56% $14.7M 2024-10-07 $27.30
2024 Q2 ADDED — — — 491,642 +319 +0.1% 0.53% $13.0M 2024-07-09 $25.77
2024 Q1 ADDED — — — 491,323 +12,028 +2.5% 0.53% $13.0M 2024-04-10 $25.04
2023 Q4 ADDED — — — 479,295 +9,597 +2.0% 0.52% $11.6M 2024-01-04 $23.24
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SFLNX

As of 2026 Q1 — sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 0.03% Oakworth Capital, Inc. 3Y 7Y 0.01%

FAQ About FULTON BANK, N.A. and SFLNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FULTON BANK, N.A. reported owning SFLNX?

FULTON BANK, N.A. reported SFLNX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SFLNX position in FULTON BANK, N.A.'s portfolio?

The largest reported portfolio weight for SFLNX was 0.93% in 2026 Q1.

What is the latest reported SFLNX position on this page?

The most recent filing on this page is 2026 Q1, when FULTON BANK, N.A. reported 800,364 shares, equal to 0.93% of portfolio, with an estimated market value of $26.4M.

What does the chart on this SFLNX ownership page compare?

The chart compares FULTON BANK, N.A.'s quarterly SFLNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FULTON BANK, N.A. time their SFLNX position?

Based on 13F filing dates vs. subsequent SFLNX price moves, FULTON BANK, N.A. correctly timed 30 out of 55 reported position changes (55%).

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