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
Son Nguyen@Elmwood Wealth Management, Inc.
Recent Activity
Increased 16.1%
0.52%
$1.284M
17,346 shares@ 74.02 avg price
Bill Andrakakos@Aaron Wealth Advisors Llc
Recent Activity
Increased 13.93%
0.15%
$1.269M
17,151 shares@ 74.02 avg price
Alex Butters@Tlwm
Recent Activity
Increased 4.41%
0.24%
$1.218M
16,461 shares@ 74.02 avg price
John Howard@Howard Financial Services, Ltd.
Recent Activity
Increased 0.53%
0.16%
$1.174M
15,864 shares@ 74.02 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 19.28%
0.06%
$1.125M
15,202 shares@ 74.02 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 13.67%
0.06%
$1.06M
14,568 shares@ 72.77 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 12.65%
0.13%
$1.032M
13,950 shares@ 74.01 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 10.21%
0.05%
$878,060
11,864 shares@ 74.02 avg price
Amanda Glidden@Thomasville National Bank
Recent Activity
Increased 0.59%
0.07%
$856,518
11,573 shares@ 74.02 avg price
Rick Sanford@Whitener Capital Management, Inc.
Recent Activity
Increased 6.27%
0.24%
$853,335
11,530 shares@ 74.01 avg price