Latest Period
Q1 2026
Security Snapshot
SCHWAB CAP TR - FDL USLCOIDX I Institutional Ownership
CUSIP: 808509442
13F Institutional Holders and Ownership History from Q3 2014 to Q1 2026
Institutions Reporting
4
Shares (Excl. Options)
841,129
Price
$32.94
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- Security type / class
- Equity / FDL USLCOIDX I
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 841,129
- Total 13F value
- $27,706,849
- Portfolio coverage rank
- 0%
- Share change
- +152,661
- Value change
- +$5,028,662
- Number of holders
- 4
- SEC-reported price per share
- $32.94
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 808509442 - SCHWAB CAP TR - FDL USLCOIDX I is tracked under CUSIP 808509442.
- 4 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 4 to 4 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $22,079,220 to $27,706,849.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 4 institutions filings for Q1 2026.
Security key
808509442
Latest holder period
Q1 2026
13F holders
4
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808509442:
As of 31 Mar 2026, 4 institutional investors reported holding 841,129 shares of SCHWAB CAP TR - FDL USLCOIDX I.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
47
Latest
Q1 2026
Rows shown
1-25 of 47
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 841,129 | $27,706,849 | +$5,028,662 | $32.94 | 4 |
| 2025 Q4 | 688,468 | $22,079,220 | +$537,686 | $32.07 | 4 |
| 2025 Q3 | 659,900 | $20,703,021 | +$305,755 | $31.40 | 4 |
| 2025 Q2 | 650,365 | $18,954,576 | +$1,795,737 | $29.17 | 4 |
| 2025 Q1 | 588,810 | $16,411,972 | -$344,819 | $27.90 | 4 |
| 2024 Q4 | 601,169 | $16,732,757 | +$1,071,097 | $27.86 | 5 |
| 2024 Q3 | 562,904 | $16,036,107 | +$406,867 | $28.53 | 5 |
| 2024 Q2 | 548,666 | $14,557,596 | +$1,472,560 | $26.48 | 6 |
| 2024 Q1 | 492,489 | $13,105,195 | +$315,311 | $26.54 | 3 |
| 2023 Q4 | 481,216 | $11,710,574 | +$306,741 | $24.29 | 6 |
| 2023 Q3 | 469,711 | $10,451,097 | +$231,104 | $22.43 | 2 |
| 2023 Q2 | 459,343 | $10,463,146 | +$84,013 | $22.78 | 3 |
| 2023 Q1 | 455,655 | $9,855,838 | -$209,659 | $21.63 | 3 |
| 2022 Q4 | 465,348 | $9,744,277 | +$122,121 | $21.12 | 2 |
| 2022 Q3 | 459,516 | $8,731,251 | +$458,531 | $19.15 | 2 |
| 2022 Q2 | 435,384 | $8,760,266 | +$1,276,180 | $20.29 | 2 |
| 2022 Q1 | 371,958 | $8,552,304 | +$1,090,857 | $23.19 | 2 |
| 2021 Q4 | 324,528 | $7,447,000 | +$957,663 | $22.95 | 3 |
| 2021 Q3 | 282,783 | $6,233,000 | +$287,800 | $22.04 | 1 |
| 2021 Q2 | 270,028 | $6,003,000 | +$387,012 | $21.57 | 2 |
| 2021 Q1 | 252,961 | $5,289,444 | +$431,417 | $20.91 | 2 |
| 2020 Q4 | 232,329 | $4,248,096 | -$278,100 | $18.24 | 2 |
| 2020 Q3 | 247,534 | $4,093,865 | -$313,241 | $16.54 | 2 |
| 2020 Q2 | 267,073 | $4,163,305 | +$288,869 | $15.59 | 3 |
| 2020 Q1 | 248,564 | $3,271,000 | -$330,858 | $13.16 | 1 |