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
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
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
Increased 239.81%
1.23%
$8.23M
301,260 shares@ 27.33 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 195.3%
0.84%
$8.173M
299,149 shares@ 27.32 avg price
Troy M Davis@Davis Capital Management
Recent Activity
Increased 179.22%
6.65%
$8.16M
298,672 shares@ 27.32 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Increased 198.95%
2.98%
$7.932M
290,319 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
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Increased 212.6%
6.25%
$7.7M
281,838 shares@ 27.33 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 233.85%
0.86%
$7.576M
277,296 shares@ 27.33 avg price
Jackson O'Connor@O'connor Financial Group Llc
Recent Activity
Increased 224.59%
3.95%
$7.554M
276,486 shares@ 27.32 avg price