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
Jarrett F. Morris@Riversedge Advisors, Llc
Recent Activity
Increased 98.42%
3.78%
$16.696M
645,618 shares@ 25.86 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Increased 99.93%
1.55%
$16.434M
635,493 shares@ 25.87 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Increased 99.94%
2.4%
$13.78M
532,878 shares@ 25.86 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 102.75%
5.22%
$11.132M
424,716 shares@ 26.21 avg price
Raymond Eddings@Missouri Trust & Investment Co
Recent Activity
Increased 105.63%
3.46%
$9.848M
380,829 shares@ 25.87 avg price
Stefan Pellish@Sightline Wealth Advisors, Llc
Recent Activity
Increased 115.12%
5.17%
$9.57M
370,084 shares@ 25.86 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Increased 100.61%
2.96%
$8.622M
333,401 shares@ 25.86 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Increased 92.09%
0.27%
$8.122M
314,089 shares@ 25.87 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 95.16%
0.08%
$7.723M
298,629 shares@ 25.86 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 0.95%
0.59%
$7.504M
294,719 shares@ 25.46 avg price