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
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Increased 135.12%
0.27%
$1.258M
48,635 shares@ 25.87 avg price
Justin Halverson@Great Waters Wealth Management
Recent Activity
Increased 94.85%
0.17%
$1.247M
48,229 shares@ 25.86 avg price
David J. Middleton@Murphy, Middleton, Hinkle & Parker, Inc.
Recent Activity
Increased 99.22%
0.67%
$1.175M
45,448 shares@ 25.86 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 102.01%
0.15%
$1.172M
45,328 shares@ 25.86 avg price
Martin Juergens@Kiley Juergens Wealth Management, Llc
Recent Activity
Increased 97.91%
0.3%
$1.165M
45,037 shares@ 25.87 avg price
Aryn Sands@Crescent Sterling, Ltd.
Recent Activity
Increased 90.68%
1.14%
$1.106M
42,787 shares@ 25.87 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Increased 79.56%
0.3%
$1.093M
42,256 shares@ 25.87 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 102.22%
0.15%
$1.087M
42,029 shares@ 25.87 avg price
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
Increased 101.23%
0.42%
$1.082M
41,842 shares@ 25.87 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 85.05%
0.31%
$1.044M
40,360 shares@ 25.87 avg price