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 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
Christopher MacBean@Harbor Group, Inc.
Recent Activity
Increased 199.13%
1.98%
$8.79M
337,175 shares@ 26.08 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
Increased 203.71%
2.27%
$8.649M
331,742 shares@ 26.08 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
Increased 218.38%
2.64%
$8.647M
331,701 shares@ 26.08 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Increased 175.5%
1.19%
$7.63M
292,678 shares@ 26.07 avg price
Aryn Sands@Safeguard Financial, Llc
Recent Activity
Increased 304.12%
1.6%
$7.361M
282,350 shares@ 26.08 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 202.04%
3.48%
$7.402M
281,130 shares@ 26.33 avg price