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
Patrick Connerty@Enterprise Bank & Trust Co
Recent Activity
Increased 12.34%
0.28%
$829,874
11,213 shares@ 74.01 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 0.78%
0.08%
$781,915
10,565 shares@ 74.01 avg price
Matthew Hargreaves@Leonard Rickey Investment Advisors P.l.l.c.
Recent Activity
Increased 23.09%
0.18%
$754,358
10,193 shares@ 74.01 avg price
Chelsea Luzier@Clarius Group, Llc
Recent Activity
Increased 0.53%
0.05%
$725,224
9,799 shares@ 74.02 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 4.75%
0.04%
$711,828
9,618 shares@ 74.01 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 5.11%
0.05%
$686,749
9,279 shares@ 74.02 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Increased 6.16%
0.21%
$673,064
9,095 shares@ 74.01 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 2.62%
0.04%
$643,033
8,688 shares@ 74.02 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Increased 3.56%
0.13%
$615,071
8,311 shares@ 74.01 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 13.27%
0.02%
$607,991
8,215 shares@ 74.01 avg price