SFLNX Dividend Yield 2026: Schwab Fundamental US Lg Company Index Fund Insti Shs

The free dividend tracker to help you grow your wealth. Link your brokerage accounts and MerryDiv automatically syncs your holdings and dividends.

Data last updated: Sep 06, 2026

Snapshot (as of Sep 06, 2026): Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX) pays a $0.54 annual dividend, yielding 1.39% at $38.77/share. Next ex-dividend date 2025-12-12. Source: Yahoo Finance, aggregated by MerryDiv.

Dividend Yield: 1.39%

Annual Dividend: $0.54 per share

Ex-Dividend Date: 2025-12-12

Sector: Financial Services

Years of Dividend History: 19

About Schwab Fundamental US Lg Company Index Fund Insti Shs Dividend

The Schwab Fundamental US Lg Company Index Fund Insti Shs dividend comes from a fund that tracks major U.S. corporations weighted by fundamental measures of size and importance rather than market price. The current yield stands at 1.39%, with a trailing annual dividend rate of $0.5375 per share. An ex-dividend date of December 12, 2025 is the next scheduled milestone for SFLNX shareholders. With a beta of 0.868, SFLNX moves with less volatility than the broader market, which suits growth-and-income investors who can accept a low current yield in exchange for long-run dividend growth.

Dividend Safety

Schwab Fundamental US Lg Company Index Fund Insti Shs pays out dividends as a fund, so a traditional payout ratio is not applicable (fund/ETF). Schwab Fundamental US Lg Company Index Fund Insti Shs dividend safety is therefore assessed differently than for individual stocks: the fund's distributions depend on the aggregate income generated by its underlying large U.S. company holdings, not a single corporate earnings stream. The primary risk is that dividend income from those holdings fluctuates year to year, which the historical record confirms, with multiple years showing meaningful swings in the annual per-share amount.

Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX) Dividend Growth Rate, CAGR, and History

Schwab Fundamental US Lg Company Index Fund Insti Shs dividend history shows a CAGR of 9.9% per year from 2007 to 2025. Per-share payments grew from $0.0990 in 2007 to $0.5375 in 2025, a more than fivefold increase over the full window. The largest single-year jump in the data was 204.7% in 2014, though the history also contains at least one year-over-year decline exceeding 5%, so the path was not linear. Growth is real over the long run, but income investors should expect year-to-year variability rather than a smooth upward progression.

Schwab Fundamental US Lg Company Index Fund Insti Shs Dividend Growth Rate (CAGR)

Period	CAGR	From	To
3-Year	+7.1%	$0.44 (2022)	$0.54 (2025)
5-Year	-13.8%	$1.13 (2020)	$0.54 (2025)
10-Year	-3.9%	$0.80 (2015)	$0.54 (2025)

Is Schwab Fundamental US Lg Company Index Fund Insti Shs a Good Dividend Stock?

SFLNX fits growth-and-income investors who prioritize dividend growth over current yield and are comfortable with a fund structure that tracks large U.S. companies by fundamental size. The yield is low (below 2%) at 1.39%, and it sits below the fund's own 5-year average of 1.56%, so pure income seekers will find the current payout modest. What the fund offers instead is a 9.9% annualized dividend growth rate over 18 years. The trade-off is clear: investors get meaningful long-term dividend growth from a broadly diversified large-company fund, but accept a sub-2% yield and year-to-year payout variability with no traditional payout ratio to anchor safety analysis.

Recent Schwab Fundamental US Lg Company Index Fund Insti Shs Dividend Payments

Payment Date	Amount per Share
2025-12-12	$0.5375
2024-12-13	$0.4973
2023-12-08	$0.4509
2022-12-09	$0.4380
2021-12-10	$1.0977
2020-12-18	$1.1280
2019-12-20	$0.9490
2018-12-21	$1.4100
2017-12-18	$0.5670
2016-12-19	$1.1010

Schwab Fundamental US Lg Company Index Fund Insti Shs Annual Dividend History

Year	Total Dividends
2025	$0.5375
2024	$0.4973
2023	$0.4509
2022	$0.4380
2021	$1.0977

Related Financial Services Dividend Stocks

• VTSAX — Vanguard Total Stock Market Index Fund Admiral Shares (1.02% yield)
• VTI — Vanguard Morningstar Total Stock Market ETF (1.03% yield)
• VFIAX — Vanguard 500 Index Fund Admiral Shares (1.03% yield)
• VOO — Vanguard S&P 500 ETF (1.04% yield)
• JPM — JPMorgan Chase & Co. (1.67% yield)
• IVV — iShares Core S&P 500 ETF (1.06% yield)

Frequently Asked Questions

Does SFLNX pay dividends?

Yes, Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX) pays a $0.54 annual dividend per share, yielding 1.39%.

What is Schwab Fundamental US Lg Company Index Fund Insti Shs's current dividend yield?

The current SFLNX dividend yield is 1.39%. That sits below the fund's 5-year average yield of 1.56%, meaning the current yield is on the lower end of its recent historical range.

Has Schwab Fundamental US Lg Company Index Fund Insti Shs ever cut its dividend?

The available history contains at least one year-over-year decline exceeding 5%, so the dividend has not been uninterrupted. The data window runs from 2007 to 2025, and the record shows meaningful swings in annual per-share payments across that period.

How fast has Schwab Fundamental US Lg Company Index Fund Insti Shs grown its dividend?

The compound annual growth rate (CAGR) for the SFLNX dividend is 9.9% per year from 2007 to 2025. Per-share payments grew from $0.0990 to $0.5375 over that 18-year window.

Is Schwab Fundamental US Lg Company Index Fund Insti Shs a good dividend stock for income investors?

For income investors focused on current yield, the 1.39% yield is low (below 2%). The fund is better characterized as a growth-and-income option, where the appeal is a 9.9% annualized dividend growth rate rather than a high starting yield.

What type of investor is Schwab Fundamental US Lg Company Index Fund Insti Shs best suited for?

SFLNX suits growth-and-income investors who prioritize dividend growth over current yield. The 9.9% CAGR over 18 years is the core draw, while the 1.39% current yield makes it a poor fit for investors who need high income today.

How does Schwab Fundamental US Lg Company Index Fund Insti Shs compare to its own historical yield?

The current yield of 1.39% is below the 5-year average of 1.56%, so the fund is yielding less than its recent norm. That gap is modest but places the current entry yield at the lower end of its own recent history.

Why is Schwab Fundamental US Lg Company Index Fund Insti Shs dividend yield low?

The yield is low because SFLNX tracks large U.S. companies weighted by fundamental size, a category that tends to prioritize price appreciation alongside income. The fund has no traditional payout ratio, and its distributions fluctuate with the aggregate income of its underlying holdings.

Latest SFLNX News

• The Best Mutual Funds Of 2026 - Forbes — Forbes
• 7 of the Best Charles Schwab Mutual Funds | Investing - US News Money — US News Money
• 7 Top-Performing Large-Value Funds - Morningstar — Morningstar

Project income from SFLNX with the SFLNX dividend calculator or track your full portfolio with the dividend tracker.