Schwab Fundamental US Lg Company Index Fund Insti Shs
SFLNX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 211 Main Street San Francisco CA United States of America 94105
- IPO Date
- Apr 2, 2007
- CIK
- 0000904333
- Website
- schwabassetmanagement.com
- Similar Companies
- Business
- Schwab Fundamental US Large Company Index Fund Institutional Shares (SFLNX) is a passively managed mutual fund that seeks to track the total return of the RAFI Fundamental High Liquidity US Large Index, which measures the performance of large U.S. companies based on fundamental metrics including sales, cash flow, book value, and dividends; it invests primarily in a portfolio of equity securities replicating the index's constituents, weighted by these fundamental factors rather than market capitalization. The fund offers exposure to large-cap U.S. stocks across sectors such as information technology (17.39%), financials (16.29%), health care (11.96%), and energy (8.58%), with top holdings including Apple Inc., Microsoft Corp., Alphabet Inc. (Classes A and C), Exxon Mobil Corp., and JPMorgan Chase & Co.; it provides institutional shares with a low expense ratio of 0.25%, no minimum initial investment, and quarterly rebalancing for disciplined value and yield factor exposure. Launched on April 2, 2007, and headquartered in San Francisco, California, under Charles Schwab Investment Management, Inc., the fund targets long-term investors seeking a core large-value equity allocation complementary to market-cap indexing or active strategies, with operations focused on the U.S. equity market. Recent developments include consistent annual income distributions, such as $0.5375 per share in December 2025 and $0.4973 in December 2024, alongside sustained asset growth to over $10.9 billion as of December 17, 2025; the fund maintains its passive indexing approach with low portfolio turnover of 9.97% as of November 30, 2025, and no reported acquisitions, partnerships, or structural changes specific to SFLNX in the last two years, though parent company Charles Schwab Corporation announced its intent to acquire Forge Global Holdings, Inc. in 2025 to expand private market capabilities.