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
Jonathan Sard@Sard Wealth Management Group, Llc
Recent Activity
Increased 197.18%
7.59%
$11.302M
413,673 shares@ 27.32 avg price
Patricia Watson@Baker Ellis Asset Management Llc
Recent Activity
Increased 197.97%
1.62%
$11.009M
402,972 shares@ 27.32 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
Increased 216.1%
0.74%
$10.745M
393,304 shares@ 27.33 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 214.9%
0.96%
$10.463M
382,968 shares@ 27.33 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Increased 196.89%
1.22%
$10.152M
371,601 shares@ 27.33 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Increased 134.22%
9.3%
$9.996M
365,881 shares@ 27.32 avg price
Rana Choubah@Meridian Financial, Llc
Recent Activity
Increased 195.8%
6.77%
$9.795M
358,527 shares@ 27.33 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 208.62%
0.81%
$9.416M
344,670 shares@ 27.32 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 199.63%
1.11%
$9.091M
332,771 shares@ 27.33 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 196.22%
0.53%
$8.635M
315,091 shares@ 27.41 avg price