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
Ashleigh Swayze@Grandview Asset Management Llc
Recent Activity
New Position
0.12%
$315,000
11,307 shares@ 27.86 avg price
Kyle Rolek@Rolek Wealth Management Llc
Recent Activity
New Position
0.25%
$306,793
11,008 shares@ 27.88 avg price
Richard A. Hewitt@Praetorian Wealth Management, Inc.
Recent Activity
New Position
0.08%
$296,648
10,644 shares@ 27.87 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
New Position
0.04%
$288,162
10,340 shares@ 27.87 avg price
Steven C. Merrell@Monterey Private Wealth, Inc.
Recent Activity
New Position
0.08%
$221,256
7,939 shares@ 27.87 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
New Position
0.03%
$209,722
7,525 shares@ 27.88 avg price
Myrka Barcenas@Zwj Investment Counsel Inc
Recent Activity
New Position
0.01%
$206,799
7,420 shares@ 27.88 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
New Position
0.01%
$18,311
657 shares@ 27.88 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
New Position
0.01%
$3,484
125 shares@ 27.88 avg price
Dominic DiGiacomo@Cranbrook Wealth Management, Llc
Recent Activity
New Position
0.01%
$307
11 shares@ 27.91 avg price