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
Claudia Saia@Friedenthal Financial
Recent Activity
Increased 98.7%
3.68%
$6.286M
243,078 shares@ 25.87 avg price
Laura Yarckow@Arbor Trust Wealth Advisors, Llc
Recent Activity
Increased 108.04%
2.95%
$6.282M
242,918 shares@ 25.87 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Increased 94.64%
0.16%
$5.826M
225,271 shares@ 25.87 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Increased 100.62%
2.29%
$5.629M
217,659 shares@ 25.87 avg price
Christy Horlacher@Carolina Wealth Advisors, Llc
Recent Activity
Increased 80.17%
2.63%
$4.88M
188,711 shares@ 25.87 avg price
Aryn Sands@Safeguard Financial, Llc
Recent Activity
Increased 113.26%
0.96%
$4.402M
170,211 shares@ 25.86 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 76.4%
0.37%
$4.303M
166,385 shares@ 25.86 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Increased 98.56%
1.45%
$4.201M
162,440 shares@ 25.86 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Increased 96.49%
0.43%
$3.55M
137,284 shares@ 25.87 avg price
Andrea Gleason@Gleason Group, Inc.
Recent Activity
Increased 105.24%
0.55%
$3.11M
120,247 shares@ 25.86 avg price