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
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Increased 0.13%
0.01%
$406,106
5,487 shares@ 74.02 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 8.77%
0.02%
$401,430
5,424 shares@ 74.01 avg price
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
Increased 2.82%
0.06%
$400,625
5,413 shares@ 74.02 avg price
Chris Marks@Olistico Wealth, Llc
Recent Activity
Increased 0.04%
0.24%
$398,079
5,379 shares@ 74.01 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 41.06%
0.03%
$358,770
4,848 shares@ 74.01 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Increased 50.6%
0.02%
$344,960
4,661 shares@ 74.01 avg price
Melissa Phillips@Eagle Wealth Strategies Llc
Recent Activity
Increased 4.96%
0.25%
$339,854
4,592 shares@ 74.02 avg price
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
Increased 6830.65%
0.22%
$318,053
4,297 shares@ 74.02 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 0.38%
0.02%
$316,762
4,280 shares@ 74.01 avg price
Aryn Sands@Romano Brothers And Company
Recent Activity
Increased 1.51%
0.04%
$294,116
3,974 shares@ 74.02 avg price