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
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Increased 159.84%
7.89%
$302.22M
11.062M shares@ 27.33 avg price
Brigitte Palumbo@Keystone Financial Planning, Inc.
Recent Activity
Increased 188.65%
45.48%
$146.589M
5.366M shares@ 27.32 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.06%
0.63%
$306.962M
3.631M shares@ 84.54 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Increased 203.44%
11.84%
$98.287M
3.598M shares@ 27.33 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 195.35%
9.95%
$62.79M
2.298M shares@ 27.32 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 217.13%
2.05%
$59.386M
2.174M shares@ 27.33 avg price
John Howard@Howard Financial Services, Ltd.
Recent Activity
Increased 207.61%
7.52%
$55.234M
2.022M shares@ 27.32 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Increased 200.69%
9%
$55.115M
2.017M shares@ 27.33 avg price
Jennifer Scott@Scott Capital Advisors, Llc
Recent Activity
Increased 203.27%
13.24%
$46.034M
1.686M shares@ 27.31 avg price
Scott Parker@True Link Financial Advisors, Llc
Recent Activity
Increased 206.65%
3.6%
$42.852M
1.569M shares@ 27.32 avg price