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
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Increased 31.69%
0.18%
$110.938M
1.499M shares@ 74.02 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.05%
0.13%
$60.771M
937,683 shares@ 64.82 avg price
Marek Sestak@Czech National Bank
Recent Activity
Increased 6.51%
0.23%
$23.989M
324,128 shares@ 74.01 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Increased 4.08%
0.36%
$19.473M
263,103 shares@ 74.02 avg price
Brent P. Nicks@Allen Mooney & Barnes Investment Advisors Llc
Recent Activity
Increased 1.49%
2.25%
$13.287M
179,530 shares@ 74.02 avg price
Francois Cardin@Addenda Capital Inc.
Recent Activity
Increased 0.86%
0.38%
$10.741M
145,128 shares@ 74.01 avg price
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Increased 6.16%
0.02%
$9.571M
129,431 shares@ 73.96 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Increased 0.76%
0.44%
$2.175M
105,066 shares@ 20.71 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Increased 3.79%
0.75%
$5.695M
76,944 shares@ 74.01 avg price
Greg Robinson@Marshall & Sullivan Inc Wa
Recent Activity
Increased 0.54%
2.77%
$5.654M
76,397 shares@ 74.02 avg price