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
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
David J. Middleton@Murphy, Middleton, Hinkle & Parker, Inc.
Recent Activity
Increased 360.97%
4.28%
$7.571M
271,640 shares@ 27.87 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 303.06%
1.58%
$7.043M
252,714 shares@ 27.87 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Increased 215.9%
1.93%
$6.86M
246,148 shares@ 27.88 avg price
Kelsey G. Stevens@First National Bank Sioux Falls
Recent Activity
Increased 311.73%
2.86%
$6.698M
240,346 shares@ 27.87 avg price
Andrea Gleason@Gleason Group, Inc.
Recent Activity
Increased 299.93%
1.18%
$6.696M
240,253 shares@ 27.88 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 310.65%
0.1%
$6.581M
236,115 shares@ 27.88 avg price
Sam Kirkpatrick@Mayfair Advisory Group, Llc
Recent Activity
Increased 315.35%
3.83%
$6.499M
233,202 shares@ 27.87 avg price