Schwab Us Large-cap Growth
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, 243 superinvestors own shares of Schwab Us Large-cap Growth (SCHG), 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 Growth (SCHG), 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 Growth (SCHG) 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 Growth (SCHG) 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 |
|---|---|---|---|
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.19% | $89.095M 855,204 shares@ 104.18 avg price | Decreased -0.45% |
Janice M. Powell@Diversify Advisory Services, Llc
| 0.15% | $2.643M 95,382 shares@ 27.71 avg price | Decreased -0.33% |
Kim Smith@Columbia Advisory Partners Llc
| 1.09% | $1.167M 41,861 shares@ 27.87 avg price | Decreased -0.43% |
Jacob Godfrey@International Assets Investment Management, Llc
| 0.05% | $541,906 19,465 shares@ 27.85 avg price | Decreased -97.76% |
Aryn Sands@Accurate Wealth Management, Llc
| 0.09% | $417,313 15,060 shares@ 27.72 avg price | Decreased -5.68% |