SCHV

Schwab Us Large-cap Value

Latest period2024 - Q4Total superinvestors116

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, 116 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
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 206.91%
10.75%
$109.194M
4.189M shares@ 26.07 avg price
Robert Miller@Financial Advisors, Llc
Recent Activity
Increased 197.78%
13.63%
$71.036M
2.725M shares@ 26.07 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 2.6%
0.43%
$210.231M
2.616M shares@ 80.38 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 150.71%
3.84%
$57.485M
2.205M shares@ 26.07 avg price
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
10.3%
$42.697M
1.631M shares@ 26.19 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 219.88%
4.5%
$37.303M
1.431M shares@ 26.08 avg price
Michael Leanza@Genwealth Group, Inc.
Recent Activity
Increased 208.94%
8.34%
$36.622M
1.405M shares@ 26.07 avg price
David Christopher Benfer@Veery Capital, Llc
Recent Activity
Increased 262.87%
10.36%
$27.064M
1.038M shares@ 26.07 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 193.71%
0.46%
$23.298M
893,666 shares@ 26.08 avg price
Alison Gould@Persium Advisors, Llc
Recent Activity
New Position
18.78%
$19.05M
730,712 shares@ 26.08 avg price