SCHK

Schwab 1000 Index Etf

Latest period2024 - Q4Total superinvestors18

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, 18 superinvestors own shares of Schwab 1000 Index Etf (SCHK), 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 1000 Index Etf (SCHK), 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 1000 Index Etf (SCHK) 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 1000 Index Etf (SCHK) 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
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Increased 107.34%
5.96%
$74.548M
2.633M shares@ 28.31 avg price
Michael Maestas@Donor Advised Charitable Giving, Inc.
Recent Activity
Increased 100%
0.08%
$3.405M
120,288 shares@ 28.31 avg price
Jill Martin@Parkside Advisors Llc
Recent Activity
Increased 100%
0.81%
$3.401M
120,127 shares@ 28.31 avg price
Kaitlin Theobald@Sherrill & Hutchins Financial Advisory, Inc
Recent Activity
Increased 95.13%
0.92%
$1.039M
36,684 shares@ 28.31 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Increased 100%
0.26%
$923,590
32,624 shares@ 28.32 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 101.06%
0.07%
$893,563
31,564 shares@ 28.31 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 100%
0.05%
$519,885
18,364 shares@ 28.32 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
New Position
0.09%
$398,736
14,200 shares@ 28.08 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 100%
0.01%
$396,625
14,010 shares@ 28.32 avg price
Kendra Means@Verity & Verity, Llc
Recent Activity
Increased 94.19%
0.04%
$382,072
13,496 shares@ 28.32 avg price