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
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 193.71%
0.46%
$23.298M
893,666 shares@ 26.08 avg price
Alison Gould@Persium Advisors, Llc
Recent Activity
New Position
18.78%
$19.05M
730,712 shares@ 26.08 avg price
Brian Glas@Noble Family Wealth, Llc
Recent Activity
Increased 200.29%
4.94%
$17.929M
690,921 shares@ 25.96 avg price
Aryn Sands@Jbglobal.com Llc
Recent Activity
New Position
18.75%
$17.747M
680,734 shares@ 26.08 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 2.37%
0.46%
$15.74M
589,523 shares@ 26.71 avg price
TIMOTHY BURKETT@Keeler & Nadler Financial Planning & Wealth Management
Recent Activity
Increased 229.18%
6.8%
$14.494M
555,954 shares@ 26.07 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 193.22%
0.4%
$14.115M
541,438 shares@ 26.08 avg price
MICHELE MADASZ@Martel Wealth Advisors Inc
Recent Activity
Increased 200.11%
2.67%
$13.664M
524,112 shares@ 26.08 avg price
Kelley Leland@Gill Capital Partners, Llc
Recent Activity
Increased 206.14%
3.63%
$10.113M
387,915 shares@ 26.08 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 278.94%
2.72%
$9.299M
356,691 shares@ 26.08 avg price