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
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -2.32%
0.17%
$3.006M
41,314 shares@ 72.77 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -2.1%
0.07%
$2.955M
39,927 shares@ 74.02 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Decreased -72.89%
0.59%
$2.542M
34,148 shares@ 74.45 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -7.19%
0.08%
$2.044M
27,616 shares@ 74.02 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -1.55%
0.07%
$1.911M
25,822 shares@ 74.02 avg price
Michelle Warneke@Tealwood Asset Management Inc
Recent Activity
Decreased -0.83%
0.79%
$1.89M
25,532 shares@ 74.03 avg price
Jordan Pitts@Moody National Bank Trust Division
Recent Activity
Decreased -4.74%
0.2%
$1.845M
24,932 shares@ 74.02 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Decreased -9.71%
0.38%
$1.759M
24,341 shares@ 72.27 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -3.19%
0.03%
$1.78M
24,051 shares@ 74.01 avg price
Moira B. Martin@Essex Savings Bank
Recent Activity
Decreased -0.54%
0.41%
$1.618M
21,864 shares@ 74.01 avg price