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
Katie Leung@Grassi Investment Management
Recent Activity
Decreased -0.75%
0.75%
$8.786M
118,718 shares@ 74.01 avg price
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
Decreased -14.33%
1.2%
$8.053M
108,810 shares@ 74.02 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Increased 0.76%
0.44%
$2.175M
105,066 shares@ 20.71 avg price
Jesper Bonnivier@Avanza Fonder Ab
Recent Activity
New Position
0.24%
$7.763M
104,890 shares@ 74.02 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -0.03%
0.24%
$7.331M
99,050 shares@ 74.02 avg price
Ashleigh Swayze@Radnor Capital Management, Llc
Recent Activity
Decreased -5.8%
1.1%
$6.541M
88,379 shares@ 74.02 avg price
John DIce@Lafleur & Godfrey Llc
Recent Activity
Decreased -0.92%
0.88%
$6.401M
86,486 shares@ 74.02 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
Robert W. Joel@Salvus Wealth Management, Llc
Recent Activity
Decreased -0.51%
3.52%
$5.509M
74,433 shares@ 74.01 avg price