SCHW

Schwab (charles) Corp

Latest period2024 - Q4Total superinvestors235

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, 235 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
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Increased 31.69%
0.18%
$110.938M
1.499M shares@ 74.02 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.05%
0.13%
$60.771M
937,683 shares@ 64.82 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -0.62%
0.97%
$33.723M
455,659 shares@ 74.02 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -0.14%
0.31%
$27.817M
375,856 shares@ 74.02 avg price
Marek Sestak@Czech National Bank
Recent Activity
Increased 6.51%
0.23%
$23.989M
324,128 shares@ 74.01 avg price
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Decreased -5.98%
0.88%
$23.987M
324,110 shares@ 74.01 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Increased 4.08%
0.36%
$19.473M
263,103 shares@ 74.02 avg price
Kristina Eisnor@Boston Common Asset Management, Llc
Recent Activity
Decreased -31.99%
0.52%
$17.81M
240,646 shares@ 74.01 avg price
Frank E. Shanley@Dudley & Shanley, Inc.
Recent Activity
2.75%
$17.791M
240,383 shares@ 74.02 avg price
Petros Toseland@Portman Square Capital Llp
Recent Activity
Decreased -22.97%
0.57%
$15.675M Call
211,800 shares@ 74.01 avg price