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
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 212.01%
0.13%
$3.42M
122,726 shares@ 27.88 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Increased 268.92%
0.12%
$3.335M
119,669 shares@ 27.88 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 362.17%
0.01%
$3.287M
117,944 shares@ 27.87 avg price
Michael Leanza@Genwealth Group, Inc.
Recent Activity
Increased 276.74%
0.74%
$3.212M
115,246 shares@ 27.87 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 301.9%
0.5%
$3.147M
112,904 shares@ 27.87 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 334.76%
0.26%
$3.125M
112,110 shares@ 27.88 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Increased 270.86%
1.25%
$3.065M
109,970 shares@ 27.88 avg price
Matthew Wagner@Oxinas Partners Wealth Management Llc
Recent Activity
Increased 312.76%
1.74%
$2.959M
106,160 shares@ 27.88 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Increased 288.37%
0.78%
$2.707M
97,137 shares@ 27.88 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 244.58%
0.5%
$2.677M
96,057 shares@ 27.87 avg price