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
Will Sharp@True North Advisors, Llc
Recent Activity
Exited
0%
$2.13M
26,503 shares@ 80.37 avg price
Erica Gulick@Ami Investment Management Inc
Recent Activity
Exited
0%
$273,580
3,404 shares@ 80.38 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Exited
0%
$271,307
3,376 shares@ 80.37 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$253,000
3,160 shares@ 80.07 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Exited
0%
$232,487
2,893 shares@ 80.37 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Exited
0%
$157,525
1,960 shares@ 80.37 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Exited
0%
$142,996
1,779 shares@ 80.38 avg price
Tina Armada-Eynard@Aspire Private Capital, Llc
Recent Activity
Exited
0%
$89,371
1,112 shares@ 80.37 avg price
Samantha Pierangeli@City State Bank
Recent Activity
Exited
0%
$3,697
46 shares@ 80.37 avg price