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
Brian Glas@Noble Family Wealth, Llc
Recent Activity
Increased 274.09%
2.74%
$9.946M
353,435 shares@ 28.15 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Increased 297.21%
1.74%
$9.23M
328,357 shares@ 28.12 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 196.5%
1.23%
$9.045M
324,526 shares@ 27.87 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Increased 300.17%
1.36%
$8.731M
313,285 shares@ 27.88 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Increased 99.25%
0.81%
$8.664M
310,678 shares@ 27.89 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
Increased 313.09%
2.6%
$8.524M
305,837 shares@ 27.88 avg price
Alisha Arvold@Christopher J. Hasenberg, Inc
Recent Activity
Increased 326.6%
3.39%
$8.39M
301,044 shares@ 27.87 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 312.73%
0.9%
$8.24M
295,657 shares@ 27.87 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Increased 296.44%
2.73%
$7.949M
285,204 shares@ 27.87 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Increased 296.75%
1.54%
$7.657M
274,756 shares@ 27.88 avg price