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
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 319.53%
0.49%
$47.072M
1.689M shares@ 27.88 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 296.02%
0.45%
$44.027M
1.58M shares@ 27.88 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 310.54%
3.96%
$43.16M
1.549M shares@ 27.87 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Increased 746.87%
5.72%
$42.27M
1.517M shares@ 27.87 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 288.78%
3.3%
$38.42M
1.379M shares@ 27.88 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 351.28%
1.85%
$36.606M
1.313M shares@ 27.88 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Increased 291.17%
7.6%
$36.597M
1.313M shares@ 27.88 avg price
David Christopher Benfer@Veery Capital, Llc
Recent Activity
Increased 387.27%
13.34%
$34.841M
1.25M shares@ 27.88 avg price
Brian Ekstrom@Flc Capital Advisors
Recent Activity
Increased 303.14%
7.6%
$32.99M
1.184M shares@ 27.88 avg price
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
7.74%
$32.076M
1.166M shares@ 27.51 avg price