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
Stephanie West@Org Partners Llc
Recent Activity
Increased 199.42%
1.01%
$7.402M
270,934 shares@ 27.32 avg price
Ryan Vliek@Pps&v Asset Management Consultants, Inc.
Recent Activity
Increased 205.86%
4.97%
$7.344M
268,819 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
Hung Nguyen@Guardian Financial Partners, Llc
Recent Activity
Increased 222.43%
4.09%
$6.881M
251,850 shares@ 27.33 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 204.24%
0.19%
$6.572M
240,564 shares@ 27.33 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Increased 207.69%
1.88%
$6.519M
238,617 shares@ 27.33 avg price
Heather Moore@Benchmark Wealth Management, Llc
Recent Activity
Increased 200.26%
3.21%
$6.505M
238,090 shares@ 27.33 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 2.06%
0.5%
$6.308M
233,549 shares@ 27.02 avg price
Aryn Sands@Crescent Sterling, Ltd.
Recent Activity
Increased 218.45%
6.46%
$6.289M
230,204 shares@ 27.33 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Increased 210.55%
2.86%
$6.17M
225,843 shares@ 27.32 avg price