SCHD

Schwab Us Dvd Equity Etf

Latest period2024 - Q4Total superinvestors322

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, 322 superinvestors own shares of Schwab Us Dvd Equity Etf (SCHD), 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 Dvd Equity Etf (SCHD), 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 Dvd Equity Etf (SCHD) 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 Dvd Equity Etf (SCHD) 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
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
7.13%
$29.55M
1.074M shares@ 27.53 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
New Position
2.84%
$9.315M
340,952 shares@ 27.33 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
1.94%
$7.794M
285,294 shares@ 27.32 avg price
Ashleigh Swayze@Johnson & White Wealth Management, Llc
Recent Activity
New Position
4.23%
$6.981M
256,072 shares@ 27.27 avg price
Dan Mohr@Retireful, Llc
Recent Activity
New Position
1.86%
$3.303M
120,885 shares@ 27.32 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
New Position
0.12%
$2.042M
74,728 shares@ 27.33 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.13%
$1.446M
53,049 shares@ 27.27 avg price
Dale Q. Rice@Dale Q Rice Investment Management Ltd
Recent Activity
New Position
0.55%
$1.23M
45,006 shares@ 27.33 avg price
Jayme Herbstreit@Argent Capital Management Llc
Recent Activity
New Position
0.03%
$881,152
32,253 shares@ 27.33 avg price
Sean Murray@Quantum Financial Advisors, Llc
Recent Activity
New Position
0.11%
$696,180
25,482 shares@ 27.33 avg price