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 O. Dempster@Dlk Investment Management, Llc
Recent Activity
Decreased -0.5%
1.82%
$4.342M
58,669 shares@ 74.02 avg price
Michael Hemberger@Delta Capital Management Llc
Recent Activity
Decreased -0.14%
2.31%
$4.034M
54,510 shares@ 74.01 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -10.02%
0.02%
$3.91M
52,826 shares@ 74.02 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Decreased -6.11%
0.82%
$3.748M
51,503 shares@ 72.77 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -2.61%
0.16%
$3.699M
49,983 shares@ 74.01 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -3.37%
0.04%
$3.372M
45,556 shares@ 74.02 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -1.08%
0.24%
$3.338M
45,108 shares@ 74.01 avg price
LEIGH ANN YOUNG@Central Bank & Trust Co
Recent Activity
Decreased -0.03%
0.48%
$3.169M
42,821 shares@ 74.01 avg price
Paige Johnson Roth@Pine Haven Investment Counsel, Inc
Recent Activity
Decreased -0.53%
2.58%
$3.131M
42,309 shares@ 74.01 avg price
Kelley Leland@Gill Capital Partners, Llc
Recent Activity
Decreased -6.9%
1.11%
$3.093M
41,793 shares@ 74.02 avg price