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
Jesper Bonnivier@Avanza Fonder Ab
Recent Activity
New Position
0.24%
$7.763M
104,890 shares@ 74.02 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
New Position
0.02%
$422,015
5,702 shares@ 74.02 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
New Position
0.21%
$322,383
4,356 shares@ 74.01 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
New Position
0.03%
$257,481
3,479 shares@ 74.02 avg price
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
New Position
0.03%
$252,487
3,412 shares@ 74.0 avg price
Jason Hiley@Hiley Hunt Wealth Management
Recent Activity
New Position
0.13%
$227,808
3,078 shares@ 74.02 avg price
MICHELE MADASZ@Martel Wealth Advisors Inc
Recent Activity
New Position
0.05%
$222,030
3,000 shares@ 74.01 avg price
James P. Haire@Brave Asset Management Inc
Recent Activity
New Position
0.08%
$221,142
2,988 shares@ 74.02 avg price
Renee Regel@Bremer Bank National Association
Recent Activity
New Position
0.05%
$215,961
2,918 shares@ 74.01 avg price
Christina Duncan@Marion Wealth Management
Recent Activity
New Position
0.06%
$205,562
2,777 shares@ 74.03 avg price