SCHX

Schwab Us Large-cap Etf

Latest period2024 - Q4Total superinvestors230

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, 230 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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
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
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
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 185.1%
0.72%
$69.68M
3.006M shares@ 23.19 avg price
Jarrett F. Morris@Riversedge Advisors, Llc
Recent Activity
Increased 198.11%
9.58%
$42.357M
1.827M shares@ 23.18 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Increased 197.37%
14.37%
$41.968M
1.811M shares@ 23.19 avg price
Brant Kairies@Access Financial Services, Inc.
Recent Activity
Increased 191.99%
15.74%
$35.322M
1.524M shares@ 23.18 avg price