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
Michael Jonathan Mess@Veracity Capital Llc
Recent Activity
Increased 1.13%
0.22%
$592,486
8,005 shares@ 74.02 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Increased 1.5%
0.16%
$549,330
7,422 shares@ 74.02 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 1130.71%
0.09%
$542,861
7,335 shares@ 74.01 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
Increased 0.5%
0.04%
$540,524
7,303 shares@ 74.02 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 6.23%
0.02%
$520,089
7,027 shares@ 74.02 avg price
Chad Beaty@Trust Co Of Toledo Na Oh
Recent Activity
Increased 13.53%
0.07%
$518,588
7,007 shares@ 74.01 avg price
MICHELLE ELDRIDGE@Defined Wealth Management, Llc
Recent Activity
Increased 0.87%
0.33%
$493,499
6,668 shares@ 74.02 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Increased 49.86%
0.02%
$471,593
6,372 shares@ 74.02 avg price
Michael S Ryan@Michael S. Ryan, Inc.
Recent Activity
Increased 2.46%
0.31%
$443,912
5,998 shares@ 74.02 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 2.96%
0.09%
$443,521
5,992 shares@ 74.02 avg price