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
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 249.63%
0.05%
$1.37M
52,559 shares@ 26.07 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 208.61%
0.12%
$1.356M
52,030 shares@ 26.08 avg price
Martin R. Curiel@Myecfo, Llc
Recent Activity
Increased 316.52%
0.71%
$1.307M
50,119 shares@ 26.07 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 57.3%
0.11%
$1.273M
48,845 shares@ 26.07 avg price
Jonathan Seed@Seed Wealth Management, Inc.
Recent Activity
Increased 193.97%
0.97%
$1.201M
46,050 shares@ 26.08 avg price
Rick Sanford@Whitener Capital Management, Inc.
Recent Activity
Increased 213.08%
0.32%
$1.121M
43,001 shares@ 26.07 avg price
John Hayes@Longview Wealth Management
Recent Activity
Increased 200.03%
0.34%
$1.094M
41,952 shares@ 26.07 avg price
Martin Juergens@Kiley Juergens Wealth Management, Llc
Recent Activity
Increased 150.19%
0.27%
$1.053M
40,402 shares@ 26.07 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 202.07%
0.1%
$1.024M
39,266 shares@ 26.07 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 0.02%
0.06%
$976,381
37,888 shares@ 25.78 avg price