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
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 192.52%
1.51%
$147.681M
6.506M shares@ 22.71 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 192.71%
1.22%
$70.888M
3.123M shares@ 22.7 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 195.73%
1.22%
$62.478M
2.752M shares@ 22.7 avg price
Martin R. Curiel@Myecfo, Llc
Recent Activity
Increased 206.39%
27.82%
$51.539M
2.27M shares@ 22.71 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Increased 269.99%
4.03%
$33.514M
1.476M shares@ 22.71 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 209.98%
2.19%
$33.381M
1.471M shares@ 22.7 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 203.71%
2.6%
$26.372M
1.162M shares@ 22.7 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 376.26%
1.37%
$24.614M
1.084M shares@ 22.7 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 199.57%
0.36%
$24.503M
1.079M shares@ 22.7 avg price
Steve Solano@Global Wealth Management, Llc
Recent Activity
Increased 200.12%
15.34%
$24.022M
1.058M shares@ 22.71 avg price