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
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Increased 96.49%
0.43%
$3.55M
137,284 shares@ 25.87 avg price
Tammy Trenta@Ff Advisors,llc
Recent Activity
Decreased -5.79%
2.49%
$3.675M
135,410 shares@ 27.15 avg price
Andrea Gleason@Gleason Group, Inc.
Recent Activity
Increased 105.24%
0.55%
$3.11M
120,247 shares@ 25.86 avg price
MICHELLE ELDRIDGE@Bnc Wealth Management, Llc
Recent Activity
Increased 110.52%
1%
$3.016M
116,641 shares@ 25.87 avg price
Christopher MacBean@Harbor Group, Inc.
Recent Activity
Increased 98.27%
0.66%
$2.916M
112,778 shares@ 25.86 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 79.79%
0.06%
$2.873M
111,081 shares@ 25.86 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
New Position
0.33%
$2.854M
110,379 shares@ 25.87 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 96.33%
0.28%
$2.637M
101,964 shares@ 25.86 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Increased 106.3%
0.68%
$2.632M
101,761 shares@ 25.86 avg price
Zack Wolf@Boltwood Capital Management
Recent Activity
Increased 98.71%
0.69%
$2.261M
87,446 shares@ 25.87 avg price