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
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 201.71%
0.02%
$943,202
36,180 shares@ 26.07 avg price
Katie Fischer@Market Street Wealth Management Advisors Llc
Recent Activity
Increased 194.45%
0.16%
$903,404
34,653 shares@ 26.08 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Increased 204.31%
0.31%
$875,821
33,595 shares@ 26.07 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Increased 198.56%
0.07%
$874,466
33,543 shares@ 26.07 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 200%
0.07%
$857,729
32,901 shares@ 26.07 avg price
Phillip Kevin Smiley@Burkett Financial Services, Llc
Recent Activity
Increased 201.83%
0.34%
$810,073
31,073 shares@ 26.07 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 268.63%
0.03%
$798,107
30,614 shares@ 26.08 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
Increased 200.56%
0.13%
$796,234
30,542 shares@ 26.08 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
Increased 249.86%
0.23%
$767,964
29,458 shares@ 26.07 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
New Position
0.72%
$763,773
29,297 shares@ 26.08 avg price