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
Michelle Warneke@Tealwood Asset Management Inc
Recent Activity
Decreased -0.83%
0.79%
$1.89M
25,532 shares@ 74.03 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 10.1%
0.29%
$1.855M
25,065 shares@ 74.02 avg price
Jordan Pitts@Moody National Bank Trust Division
Recent Activity
Decreased -4.74%
0.2%
$1.845M
24,932 shares@ 74.02 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Decreased -9.71%
0.38%
$1.759M
24,341 shares@ 72.27 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -3.19%
0.03%
$1.78M
24,051 shares@ 74.01 avg price
Aryn Sands@Roberts Wealth Advisors, Llc
Recent Activity
Increased 1.35%
0.53%
$1.721M
23,359 shares@ 73.66 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
0.08%
$1.713M
23,148 shares@ 74.01 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 5.57%
0.03%
$1.706M
23,055 shares@ 74.01 avg price
Moira B. Martin@Essex Savings Bank
Recent Activity
Decreased -0.54%
0.41%
$1.618M
21,864 shares@ 74.01 avg price
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
Decreased -0.82%
0.08%
$1.617M
21,843 shares@ 74.02 avg price