SCHB

Schwab Us Broad Market Etf

Latest period2024 - Q4Total superinvestors198

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, 198 superinvestors own shares of Schwab Us Broad Market Etf (SCHB), 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 Us Broad Market Etf (SCHB), 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 Us Broad Market Etf (SCHB) 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 Us Broad Market Etf (SCHB) 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
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
Increased 185.49%
3.16%
$13.069M
575,733 shares@ 22.7 avg price
Dana Zarnich@D.b. Root & Company, Llc
Recent Activity
Increased 197.29%
3.46%
$10.878M
479,205 shares@ 22.71 avg price
Patricia Hall@Beacon Wealthcare Llc
Recent Activity
Increased 197.86%
4.23%
$10.424M
459,209 shares@ 22.7 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 204.69%
0.63%
$10.312M
454,278 shares@ 22.71 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 194.65%
0.58%
$9.993M
440,230 shares@ 22.71 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 194.15%
1.08%
$8.769M
386,310 shares@ 22.71 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 195.04%
1.08%
$6.78M
298,692 shares@ 22.71 avg price
RICHARD AHL, JR.@Ahl Investment Management, Inc.
Recent Activity
Increased 197.23%
4.54%
$6.484M
285,647 shares@ 22.7 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 200.88%
0.6%
$5.66M
249,340 shares@ 22.71 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
Increased 199.45%
0.85%
$5.534M
243,805 shares@ 22.7 avg price