SCHX

Schwab Us Large-cap Etf

Latest period2024 - Q4Total superinvestors471

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, 471 superinvestors own shares of Schwab Us Large-cap Etf (SCHX), 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 Large-cap Etf (SCHX), 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 Large-cap Etf (SCHX) 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 Large-cap Etf (SCHX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
John Sion@Sage Financial Group Inc
Recent Activity
Increased 197.66%
46.39%
$576.377M
24.865M shares@ 23.19 avg price
Edward O'Brien@Mcadam, Llc
Recent Activity
Increased 210.48%
13.08%
$239.672M
10.34M shares@ 23.18 avg price
David L Blain@Bluesky Wealth Advisors, Llc
Recent Activity
Increased 203.17%
21.71%
$138.864M
5.991M shares@ 23.18 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 6.21%
0.82%
$405.525M
5.977M shares@ 67.86 avg price
Kris L. Sumner@Evermay Wealth Management Llc
Recent Activity
Increased 196.69%
17.87%
$117.93M
5.088M shares@ 23.19 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Increased 205.99%
2.81%
$107.325M
4.63M shares@ 23.19 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 190.56%
7.49%
$86.319M
3.724M shares@ 23.19 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 196.47%
7.09%
$82.522M
3.56M shares@ 23.18 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Increased 194.31%
7.64%
$81.326M
3.508M shares@ 23.19 avg price
Matthew Durham@Fsa Investment Group, Llc
Recent Activity
New Position
69.76%
$80.126M
3.469M shares@ 23.11 avg price

1-10 of 471