SCHV

Schwab Us Large-cap Value

Latest period2024 - Q4Total superinvestors145

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, 145 superinvestors own shares of Schwab Us Large-cap Value (SCHV), 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 Value (SCHV), 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 Value (SCHV) 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 Value (SCHV) 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
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
10.3%
$42.697M
1.631M shares@ 26.19 avg price
Alison Gould@Persium Advisors, Llc
Recent Activity
New Position
18.78%
$19.05M
730,712 shares@ 26.08 avg price
Aryn Sands@Jbglobal.com Llc
Recent Activity
New Position
18.75%
$17.747M
680,734 shares@ 26.08 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.48%
$1.915M
73,444 shares@ 26.08 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
New Position
0.72%
$763,773
29,297 shares@ 26.08 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
New Position
0.03%
$429,821
16,679 shares@ 25.78 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
New Position
0.15%
$365,992
13,816 shares@ 26.5 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.03%
$352,708
13,571 shares@ 25.99 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
New Position
0.15%
$352,388
13,517 shares@ 26.07 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
New Position
0.01%
$239,000
9,155 shares@ 26.11 avg price