Schwab Value Adv Money-inv
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, 2 superinvestors own shares of Schwab Value Adv Money-inv (SWVXX), 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 Value Adv Money-inv (SWVXX), 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 Value Adv Money-inv (SWVXX) 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 Value Adv Money-inv (SWVXX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Debra Newman@Stonebridge Capital Management Inc
| 8.61% | $21.026M 21.026M shares@ 1.01 avg price | Increased 5.87% |
Dale Q. Rice@Dale Q Rice Investment Management Ltd
| 0.36% | $816,575 816,575 shares@ 1.0 avg price | New Position |