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
Michael D. Miller@Capital Planning Llc
Recent Activity
Increased 292.27%
8.33%
$31.734M
1.139M shares@ 27.87 avg price
Jessica Thayer@Unique Wealth, Llc
Recent Activity
Increased 265.44%
6.34%
$30.416M
1.091M shares@ 27.87 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Increased 296.69%
5.64%
$25.682M
906,844 shares@ 28.33 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.45%
0.19%
$89.095M
855,204 shares@ 104.18 avg price
Christopher MacBean@Harbor Group, Inc.
Recent Activity
Increased 289.36%
5.05%
$22.462M
805,950 shares@ 27.87 avg price
Mike Turner@B & T Capital Management Dba Alpha Capital Management
Recent Activity
Increased 292.96%
3.93%
$21.393M
767,615 shares@ 27.88 avg price
Kristina Bentzen@Paradigm, Strategies In Wealth Management, Llc
Recent Activity
Increased 283.03%
13.69%
$20.769M
745,214 shares@ 27.88 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 445.57%
7.34%
$20.366M
730,735 shares@ 27.88 avg price
Alison Gould@Persium Advisors, Llc
Recent Activity
New Position
19.46%
$19.744M
708,422 shares@ 27.87 avg price
TIMOTHY BURKETT@Keeler & Nadler Financial Planning & Wealth Management
Recent Activity
Increased 318.33%
9.02%
$19.246M
690,562 shares@ 27.88 avg price