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
Kelley Leland@Gill Capital Partners, Llc
Recent Activity
Decreased -6.9%
1.11%
$3.093M
41,793 shares@ 74.02 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 56.34%
0.07%
$3.089M
41,739 shares@ 74.02 avg price
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
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Increased 1.32%
1.29%
$2.803M
37,869 shares@ 74.02 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
Increased 10.26%
0.17%
$2.593M
35,040 shares@ 74.01 avg price
Lisa Snider@West Oak Capital, Llc
Recent Activity
Increased 0.12%
0.91%
$25,616
34,612 shares@ 0.75 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Decreased -72.89%
0.59%
$2.542M
34,148 shares@ 74.45 avg price
Cheung Chan@Chemistry Wealth Management Llc
Recent Activity
Increased 2.55%
0.59%
$2.516M
33,995 shares@ 74.01 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 230.08%
0.05%
$2.483M
33,546 shares@ 74.02 avg price