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
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
Exited
0%
$3.28M
65,479 shares@ 50.1 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Exited
0%
$262,481
4,050 shares@ 64.82 avg price
SUSAN C GAVINSKI@Chicago Trust Co Na
Recent Activity
Exited
0%
$217,307
3,353 shares@ 64.81 avg price
Ellwood Derricks@Partnership Wealth Management, Llc
Recent Activity
Exited
0%
$38,886
600 shares@ 64.81 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
Exited
0%
$32,000
500 shares@ 64.0 avg price
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
Exited
0%
$9,009
139 shares@ 64.82 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$6,000
102 shares@ 58.83 avg price