SCHW

Schwab (charles) Corp

Latest period2024 - Q4Total superinvestors286

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 286 superinvestors own shares of Schwab (charles) Corp (SCHW), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab (charles) Corp (SCHW), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab (charles) Corp (SCHW) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab (charles) Corp (SCHW) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Katharine Kim@Ami Asset Management Corp
Recent Activity
Decreased -2.14%
2.95%
$55.241M
746,395 shares@ 74.02 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -2.26%
0.12%
$42.148M
569,493 shares@ 74.01 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -0.62%
0.97%
$33.723M
455,659 shares@ 74.02 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -0.14%
0.31%
$27.817M
375,856 shares@ 74.02 avg price
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Decreased -5.98%
0.88%
$23.987M
324,110 shares@ 74.01 avg price
Kristina Eisnor@Boston Common Asset Management, Llc
Recent Activity
Decreased -31.99%
0.52%
$17.81M
240,646 shares@ 74.01 avg price
Petros Toseland@Portman Square Capital Llp
Recent Activity
Decreased -22.97%
0.57%
$15.675M Call
211,800 shares@ 74.01 avg price
Susan Newmeyer@Jacobs & Co Ca
Recent Activity
Decreased -2.91%
1.27%
$12.406M
167,637 shares@ 74.01 avg price
Jim Pirak@Talbot Financial, Llc
Recent Activity
Decreased -0.95%
1.43%
$11.996M
162,081 shares@ 74.01 avg price
Katie Leung@Grassi Investment Management
Recent Activity
Decreased -0.75%
0.75%
$8.786M
118,718 shares@ 74.01 avg price