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@Hart & Patterson Financial Group Llc
Recent Activity
Increased 203.98%
1.27%
$2.597M
99,627 shares@ 26.08 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 107.59%
0.03%
$2.395M
91,852 shares@ 26.07 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Increased 231.44%
0.06%
$2.363M
90,623 shares@ 26.08 avg price
Anneliese Griego@Smith Anglin Financial, Llc
Recent Activity
Increased 204.57%
0.19%
$1.992M
76,397 shares@ 26.08 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.48%
$1.915M
73,444 shares@ 26.08 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 196.26%
0.11%
$1.902M
72,939 shares@ 26.07 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 159.25%
0.04%
$1.698M
65,139 shares@ 26.08 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 188.54%
0.01%
$1.552M
59,540 shares@ 26.07 avg price
Cydney Shapleigh@New Hampshire Trust
Recent Activity
Increased 438.98%
0.33%
$1.535M
58,899 shares@ 26.08 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 249.63%
0.05%
$1.37M
52,559 shares@ 26.07 avg price