SCHG

Schwab Us Large-cap Growth

Latest period2024 - Q4Total superinvestors243

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
7.74%
$32.076M
1.166M shares@ 27.51 avg price
Alison Gould@Persium Advisors, Llc
Recent Activity
New Position
19.46%
$19.744M
708,422 shares@ 27.87 avg price
Jessica McConnell@Capital Cs Group, Llc
Recent Activity
New Position
2.38%
$1.812M
65,031 shares@ 27.88 avg price
Jarrett F. Morris@Riversedge Advisors, Llc
Recent Activity
New Position
0.38%
$1.659M
59,544 shares@ 27.87 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.3%
$1.178M
42,258 shares@ 27.88 avg price
Helen Halloran@Wela Strategies, Inc.
Recent Activity
New Position
1.56%
$3.609M
31,321 shares@ 115.23 avg price
Ashleigh Swayze@Granite Bay Wealth Management, Llc
Recent Activity
New Position
0.25%
$662,000
23,752 shares@ 27.88 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
New Position
0.03%
$447,230
16,047 shares@ 27.88 avg price
Grant Reeves@Cvfg Llc
Recent Activity
New Position
0.41%
$446,812
16,032 shares@ 27.88 avg price
Ashleigh Swayze@Grandview Asset Management Llc
Recent Activity
New Position
0.12%
$315,000
11,307 shares@ 27.86 avg price