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
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
Laura Flanagan@Oliver Luxxe Assets Llc
Recent Activity
Increased 61.89%
0.78%
$4.489M
60,655 shares@ 74.02 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Increased 16.33%
0.49%
$4.301M
58,113 shares@ 74.01 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 6.42%
0.19%
$4.119M
55,661 shares@ 74.02 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
Increased 2.2%
1.08%
$3.423M
46,255 shares@ 74.01 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Increased 3.23%
0.49%
$3.115M
42,090 shares@ 74.02 avg price
Mark Vasquez@Red Spruce Capital, Llc
Recent Activity
Increased 7.22%
1.39%
$3.111M
42,031 shares@ 74.01 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 56.34%
0.07%
$3.089M
41,739 shares@ 74.02 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Increased 1.32%
1.29%
$2.803M
37,869 shares@ 74.02 avg price