SCHA

Schwab Us Small-cap Etf

Latest period2024 - Q4Total superinvestors203

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, 203 superinvestors own shares of Schwab Us Small-cap Etf (SCHA), 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 Small-cap Etf (SCHA), 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 Small-cap Etf (SCHA) 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 Small-cap Etf (SCHA) 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
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Increased 96.03%
3.9%
$109.466M
4.233M shares@ 25.87 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 89.15%
4.7%
$54.123M
2.093M shares@ 25.86 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 3.66%
0.16%
$75.086M
1.458M shares@ 51.51 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 97.75%
3.42%
$34.694M
1.342M shares@ 25.86 avg price
David L Blain@Bluesky Wealth Advisors, Llc
Recent Activity
Increased 106.5%
3.71%
$23.691M
916,130 shares@ 25.87 avg price
D. Patrick Franklin@First International Bank & Trust
Recent Activity
Increased 107.25%
7.45%
$22.976M
888,471 shares@ 25.86 avg price
Brian Glas@Noble Family Wealth, Llc
Recent Activity
Increased 103.6%
6.18%
$22.407M
867,146 shares@ 25.85 avg price
Anthony Austreng@Forthright Wealth Management, Llc
Recent Activity
Increased 103.49%
7.08%
$21.235M
821,140 shares@ 25.87 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 103.44%
1.49%
$17.339M
670,493 shares@ 25.87 avg price
Daniel Czulno@Joule Financial, Llc
Recent Activity
Increased 116.33%
6.11%
$17.26M
667,432 shares@ 25.87 avg price