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
Phillip Kevin Smiley@Burkett Financial Services, Llc
Recent Activity
Increased 201.14%
17.23%
$42.131M
1.542M shares@ 27.32 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 198.93%
0.41%
$39.266M
1.437M shares@ 27.33 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 213.52%
1.07%
$38.519M
1.41M shares@ 27.33 avg price
CARL JURGENS@Walker Financial Services, Inc.
Recent Activity
Increased 238.04%
20.77%
$35.734M
1.308M shares@ 27.33 avg price
Brian Glas@Noble Family Wealth, Llc
Recent Activity
Increased 215.4%
9.02%
$32.737M
1.202M shares@ 27.24 avg price
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
7.13%
$29.55M
1.074M shares@ 27.53 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 164.46%
0.5%
$27.384M
1.002M shares@ 27.33 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 232.31%
0.27%
$25.435M
931,020 shares@ 27.32 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 238.59%
6.5%
$22.267M
815,026 shares@ 27.32 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 226.33%
1.8%
$21.393M
783,068 shares@ 27.33 avg price