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
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -0.33%
0.15%
$2.643M
95,382 shares@ 27.71 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Increased 326.06%
0.07%
$2.639M
94,690 shares@ 27.88 avg price
Jennifer Scott@Scott Capital Advisors, Llc
Recent Activity
Increased 303.9%
0.71%
$2.455M
88,864 shares@ 27.63 avg price
\Bbecky Mulhern@Fc Advisory Llc
Recent Activity
Increased 292.05%
0.82%
$2.434M
87,347 shares@ 27.87 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Increased 299.3%
1.24%
$2.419M
86,798 shares@ 27.87 avg price
Aryn Sands@Hart & Patterson Financial Group Llc
Recent Activity
Increased 291.76%
1.09%
$2.234M
80,160 shares@ 27.87 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Increased 300%
0.17%
$2.153M
77,248 shares@ 27.88 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 296.29%
0.11%
$2.011M
72,147 shares@ 27.87 avg price
Cydney Shapleigh@New Hampshire Trust
Recent Activity
Increased 381.09%
0.4%
$1.898M
68,107 shares@ 27.87 avg price
Aryn Sands@Crescent Sterling, Ltd.
Recent Activity
Increased 305.21%
1.91%
$1.855M
66,555 shares@ 27.88 avg price