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
Ryan Vliek@Pps&v Asset Management Consultants, Inc.
Recent Activity
Increased 288.51%
10.83%
$16.019M
574,771 shares@ 27.87 avg price
Aryn Sands@Safeguard Financial, Llc
Recent Activity
Increased 288.26%
3.4%
$15.644M
561,318 shares@ 27.88 avg price
Kelley Leland@Gill Capital Partners, Llc
Recent Activity
Increased 294.29%
5.59%
$15.589M
559,355 shares@ 27.87 avg price
MICHELE MADASZ@Martel Wealth Advisors Inc
Recent Activity
Increased 295.31%
2.92%
$14.935M
535,870 shares@ 27.88 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 308.09%
1.5%
$14.218M
510,143 shares@ 27.87 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 297.09%
6.1%
$13M
449,211 shares@ 28.94 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 366.53%
1.2%
$11.85M
425,200 shares@ 27.87 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 383.79%
3.07%
$10.495M
376,576 shares@ 27.87 avg price
Laura Yarckow@Arbor Trust Wealth Advisors, Llc
Recent Activity
Increased 302.17%
4.81%
$10.265M
368,316 shares@ 27.87 avg price
Ashleigh Swayze@Code Waechter Llc
Recent Activity
Increased 296.41%
8.73%
$10.002M
358,865 shares@ 27.88 avg price