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
Beth Uhlen@Canandaigua National Trust Co Of Florida
Recent Activity
Decreased -0.94%
0.76%
$968,865
13,091 shares@ 74.02 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
Decreased -1%
0.12%
$950,565
12,843 shares@ 74.02 avg price
Brian Ekstrom@Flc Capital Advisors
Recent Activity
Decreased -4.17%
0.22%
$948,586
12,817 shares@ 74.01 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -13.19%
0.1%
$870,367
11,760 shares@ 74.02 avg price
Randall L Jensen@Nabity-jensen Investment Management Inc
Recent Activity
Decreased -0.84%
0.62%
$814,702
11,008 shares@ 74.01 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -4.92%
0.03%
$825,905
10,938 shares@ 75.51 avg price
James McKay Armstrong@Armstrong Henry H Associates Inc
Recent Activity
Decreased -39.79%
0.08%
$783,840
10,591 shares@ 74.02 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
Decreased -54.19%
0.23%
$741,210
10,015 shares@ 74.01 avg price
Laura Yarckow@Arbor Trust Wealth Advisors, Llc
Recent Activity
Decreased -27.97%
0.35%
$733,757
9,914 shares@ 74.02 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Decreased -1.99%
0.16%
$725,431
9,802 shares@ 74.01 avg price