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
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
Decreased -0.82%
0.08%
$1.617M
21,843 shares@ 74.02 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -12.48%
0.02%
$1.541M
20,815 shares@ 74.04 avg price
John Chandler@City Holding Co
Recent Activity
Decreased -20.65%
0.21%
$1.441M
19,470 shares@ 74.01 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
Decreased -0.05%
0.11%
$1.297M
17,521 shares@ 74.01 avg price
Teresa M. Nilsen@Hennessy Advisors Inc
Recent Activity
Decreased -12.35%
0.04%
$1.103M
14,900 shares@ 74.01 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
Decreased -30.07%
0.54%
$1.102M
14,888 shares@ 74.01 avg price
Sheena Hanson@Uncommon Cents Investing Llc
Recent Activity
Decreased -1.2%
0.32%
$1.064M
14,381 shares@ 74.02 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.17%
0.09%
$1.01M
13,651 shares@ 74.02 avg price
JENNIFER HANLEY@First Financial Corp In
Recent Activity
Decreased -2.7%
0.47%
$994,177
13,433 shares@ 74.02 avg price
Diana H. Inman@Franklin Street Advisors Inc Nc
Recent Activity
Decreased -6.03%
0.07%
$972,000
13,140 shares@ 73.98 avg price