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
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
New Position
0.05%
$238,426
9,146 shares@ 26.07 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
New Position
0.01%
$233,301
8,949 shares@ 26.08 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
New Position
0.01%
$213,589
8,193 shares@ 26.07 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
New Position
0.01%
$3,519
135 shares@ 26.07 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
New Position
0.01%
$156
6 shares@ 26.0 avg price