SCHG

Schwab Us Large-cap Growth

Latest period2024 - Q4Total superinvestors201

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, 201 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
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 324108.53%
4.8%
$56.111M
1.564B shares@ 0.04 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Increased 300.43%
25.71%
$142.943M
5.129M shares@ 27.88 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Increased 310.56%
18.33%
$112.272M
4.028M shares@ 27.88 avg price
Robert Miller@Financial Advisors, Llc
Recent Activity
Increased 284.86%
17.05%
$88.846M
3.188M shares@ 27.87 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 282.96%
5.25%
$78.632M
2.821M shares@ 27.88 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 296.12%
1.2%
$61.788M
2.217M shares@ 27.88 avg price
Kevin Hixson@Financial Management Professionals, Inc.
Recent Activity
Increased 305.3%
6.47%
$51.141M
1.835M shares@ 27.87 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 285.91%
4.98%
$50.51M
1.812M shares@ 27.87 avg price
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Increased 339.6%
2.24%
$48.913M
1.755M shares@ 27.87 avg price
Phillip Kevin Smiley@Burkett Financial Services, Llc
Recent Activity
Increased 285.68%
19.61%
$47.948M
1.72M shares@ 27.87 avg price