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
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 10.1%
0.29%
$1.855M
25,065 shares@ 74.02 avg price
Aryn Sands@Roberts Wealth Advisors, Llc
Recent Activity
Increased 1.35%
0.53%
$1.721M
23,359 shares@ 73.66 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 5.57%
0.03%
$1.706M
23,055 shares@ 74.01 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 4.75%
0.03%
$1.575M
21,285 shares@ 74.02 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 16.14%
0.14%
$1.565M
21,149 shares@ 74.01 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Increased 3.24%
0.4%
$1.527M
20,637 shares@ 74.02 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 1.93%
0.1%
$1.427M
19,281 shares@ 74.02 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 25.91%
0.08%
$1.363M
18,417 shares@ 74.01 avg price
Matthew Lapides@Mbm Wealth Consultants, Llc
Recent Activity
Increased 3.67%
0.39%
$1.305M
17,677 shares@ 73.84 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 8.86%
0.04%
$1.301M
17,573 shares@ 74.02 avg price