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
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
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Increased 210.03%
1.24%
$6.879M
263,883 shares@ 26.08 avg price
David J. Middleton@Murphy, Middleton, Hinkle & Parker, Inc.
Recent Activity
Increased 255.25%
3.75%
$6.627M
254,217 shares@ 26.07 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Increased 165.39%
2.47%
$6.062M
232,530 shares@ 26.08 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 188.9%
0.48%
$4.536M
174,010 shares@ 26.07 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Increased 195.26%
0.76%
$3.996M
153,119 shares@ 26.1 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 282.07%
0.06%
$3.703M
142,031 shares@ 26.08 avg price
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
Increased 217.62%
0.66%
$3.691M
141,581 shares@ 26.08 avg price
Jarrett F. Morris@Riversedge Advisors, Llc
Recent Activity
Increased 441.31%
0.77%
$3.405M
130,596 shares@ 26.07 avg price