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
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 296.38%
0.08%
$5.483M
196,739 shares@ 27.88 avg price
Kenneth N. Ross@Eagle Capital Management, Llc
Recent Activity
Increased 297.87%
2.18%
$5.402M
193,813 shares@ 27.88 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Increased 304.62%
1.66%
$4.814M
172,730 shares@ 27.87 avg price
Anneliese Griego@Smith Anglin Financial, Llc
Recent Activity
Increased 261.22%
0.44%
$4.642M
166,545 shares@ 27.88 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
Increased 301.77%
0.58%
$4.594M
164,831 shares@ 27.88 avg price
Randall L Jensen@Nabity-jensen Investment Management Inc
Recent Activity
Increased 298.76%
3.42%
$4.526M
162,389 shares@ 27.87 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 415.16%
0.25%
$4.496M
161,337 shares@ 27.88 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Increased 302.46%
2.35%
$4.483M
160,838 shares@ 27.87 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 112.1%
0.09%
$4.416M
158,447 shares@ 27.88 avg price
Hung Nguyen@Guardian Financial Partners, Llc
Recent Activity
Increased 358.93%
2.6%
$4.364M
156,576 shares@ 27.88 avg price