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
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Increased 201.93%
0.16%
$762,083
29,232 shares@ 26.08 avg price
Keith Marks@Kelleher Financial Advisors
Recent Activity
Increased 200%
0.29%
$761,765
29,220 shares@ 26.07 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Increased 200%
0.13%
$750,034
28,770 shares@ 26.08 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Increased 220.1%
0.07%
$712,501
27,330 shares@ 26.08 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 200%
0.02%
$689,578
26,451 shares@ 26.08 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 193.92%
0.16%
$683,399
26,214 shares@ 26.08 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 201.79%
0.04%
$654,008
25,087 shares@ 26.07 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
0.16%
$638,361
24,771 shares@ 25.78 avg price
Brent P. Nicks@Accelerate Investment Advisors Llc
Recent Activity
Increased 175.19%
0.52%
$587,777
22,546 shares@ 26.08 avg price
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
Increased 202.82%
0.03%
$523,566
20,083 shares@ 26.08 avg price