As of 30 Sep 2025, 4 institutional investors reported holding 3,487,154 shares of SCHWAB CAP TR - FDLINT LCIDX I.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,596,797 | $49,959,278 | +$1,536,541 | $13.89 | 2 |
| 2025 Q3 | 3,487,154 | $47,076,480 | +$2,256,327 | $13.50 | 4 |
| 2025 Q2 | 3,320,019 | $41,666,170 | +$2,315,853 | $12.55 | 3 |
| 2025 Q1 | 3,136,076 | $35,343,537 | -$3,053,956 | $11.27 | 3 |
| 2024 Q4 | 3,406,470 | $35,290,833 | +$1,579,243 | $10.36 | 2 |
| 2024 Q3 | 3,254,032 | $38,137,021 | +$3,456,739 | $11.72 | 2 |
| 2024 Q2 | 2,959,086 | $32,431,357 | +$29,788,237 | $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 | +$191,454 | $9.94 | 1 |
| 2023 Q2 | 181,345 | $1,836,841 | +$511,742 | $9.94 | 2 |
| 2023 Q1 | 130,828 | $1,272,964 | +$590,650 | $9.73 | 2 |
| 2022 Q4 | 69,622 | $630,000 | +$630,003 | $9.05 | 1 |
| 2022 Q1 | 0 | $0 | -$137,999 | $13.89 | 0 |
| 2021 Q4 | 13,639 | $138,000 | +$137,999 | $10.12 | 1 |
| 2021 Q2 | 0 | $0 | -$131,001 | $13.89 | 0 |
| 2021 Q1 | 13,125 | $131,000 | +$131,001 | $9.98 | 1 |
| 2019 Q2 | 0 | $0 | -$126,999 | $13.89 | 0 |
| 2019 Q1 | 14,661 | $127,000 | +$126,999 | $8.66 | 1 |
| 2017 Q3 | 0 | $0 | -$88,000 | $13.89 | 0 |
| 2017 Q2 | 10,017 | $88,000 | +$88,000 | $8.79 | 1 |
| 2016 Q3 | 0 | $0 | -$4,060,004 | $13.89 | 0 |
| 2016 Q2 | 539,127 | $4,060,000 | -$3,168,693 | $7.53 | 1 |
| 2016 Q1 | 959,897 | $7,209,000 | -$3,317,354 | $7.51 | 1 |
| 2015 Q4 | 1,400,208 | $10,628,000 | +$4,889,709 | $7.59 | 3 |
| 2015 Q3 | 756,007 | $5,768,000 | +$249,595 | $7.63 | 1 |
| 2015 Q2 | 723,293 | $6,213,000 | +$656,217 | $8.59 | 1 |
| 2015 Q1 | 646,899 | $5,512,000 | +$257,990 | $8.52 | 1 |
| 2014 Q4 | 616,621 | $5,069,000 | +$4,888,396 | $8.22 | 1 |
| 2014 Q3 | 21,969 | $198,000 | +$198,000 | $9.01 | 1 |