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 Bank & Trust Co
Recent Activity
Increased 6.74%
0.25%
$2.455M
33,176 shares@ 74.02 avg price
Jeff Welch@Bard Financial Services, Inc.
Recent Activity
0.28%
$2.315M
31,275 shares@ 74.02 avg price
NANCY OHARA@Mount Vernon Associates Inc Md
Recent Activity
1.74%
$2.228M
30,100 shares@ 74.02 avg price
TABITHA GRANZOW@Iowa State Bank
Recent Activity
Increased 4.87%
0.46%
$2.21M
29,860 shares@ 74.02 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 0.98%
0.11%
$2.142M
28,943 shares@ 74.02 avg price
Jeffrey McGrath@Cetera Trust Company, N.a
Recent Activity
Increased 0.63%
1.36%
$2.082M
28,130 shares@ 74.01 avg price
Aryn Sands@Wynn Capital, Llc
Recent Activity
Increased 1.08%
1.3%
$2.046M
27,648 shares@ 74.02 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -7.19%
0.08%
$2.044M
27,616 shares@ 74.02 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -1.55%
0.07%
$1.911M
25,822 shares@ 74.02 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 1.67%
0.07%
$1.905M
25,740 shares@ 74.01 avg price