Security Snapshot

SCHWAB CAP TR - FDLINT LCIDX I Institutional Ownership

CUSIP: 808509376

13F Institutional Holders and Ownership History from Q3 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

4

Shares (Excl. Options)

3,684,150

Price

$14.93

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Type / Class
Equity / FDLINT LCIDX I
Price per share
$14.93
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
3,684,150
Total reported value
$55,004,318
% of total 13F portfolios
0%
Share change
+86,352
Value change
+$1,289,234
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • 808509376 - SCHWAB CAP TR - FDLINT LCIDX I is tracked under CUSIP 808509376.
  • 4 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 4 to 4 between Q4 2025 and Q1 2026.
  • Reported value moved from $49,973,180 to $55,004,318.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 4 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 808509376?
CUSIP 808509376 identifies 808509376 - SCHWAB CAP TR - FDLINT LCIDX I in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

As of 31 Mar 2026, 4 institutional investors reported holding 3,684,150 shares of SCHWAB CAP TR - FDLINT LCIDX I.

Institutional Holders of SCHWAB CAP TR - FDLINT LCIDX I across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,684,150 $55,004,318 +$1,289,234 $14.93 4
2025 Q4 3,597,798 $49,973,180 +$1,536,837 $13.89 4
2025 Q3 3,487,154 $47,076,480 +$2,256,321 $13.50 4
2025 Q2 3,320,019 $41,666,170 +$2,315,848 $12.55 3
2025 Q1 3,136,076 $35,343,537 -$3,053,950 $11.27 3
2024 Q4 3,406,470 $35,290,833 +$1,579,249 $10.36 2
2024 Q3 3,254,032 $38,137,021 +$3,456,745 $11.72 2
2024 Q2 2,959,086 $32,431,357 +$29,788,276 $10.96 2
2024 Q1 240,659 $2,661,691 +$396,085 $11.06 1
2023 Q4 205,485 $2,157,599 +$31,743 $10.50 3
2023 Q3 200,104 $1,989,041 +$186,563 $9.94 1
2023 Q2 181,345 $1,836,841 +$511,740 $9.94 2
2023 Q1 130,828 $1,272,964 +$595,539 $9.73 2
2022 Q4 69,622 $630,000 +$630,000 $9.05 1
2022 Q1 0 $0 -$138,000 $14.93 0
2021 Q4 13,639 $138,000 +$138,000 $10.12 1
2021 Q2 0 $0 -$131,000 $14.93 0
2021 Q1 13,125 $131,000 +$131,000 $9.98 1
2019 Q2 0 $0 -$127,000 $14.93 0
2019 Q1 14,661 $127,000 +$127,000 $8.66 1
2017 Q3 0 $0 -$88,000 $14.93 0
2017 Q2 10,017 $88,000 +$88,000 $8.79 1
2016 Q3 0 $0 -$4,060,000 $14.93 0
2016 Q2 539,127 $4,060,000 -$3,168,690 $7.53 1
2016 Q1 959,897 $7,209,000 -$3,317,351 $7.51 1
2015 Q4 1,400,208 $10,628,000 +$4,889,699 $7.59 3
2015 Q3 756,007 $5,768,000 +$249,593 $7.63 1
2015 Q2 723,293 $6,213,000 +$656,215 $8.59 1
2015 Q1 646,899 $5,512,000 +$257,988 $8.52 1
2014 Q4 616,621 $5,069,000 +$4,888,401 $8.22 1
2014 Q3 21,969 $198,000 +$198,000 $9.01 1
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