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
Grant Donaldson@Tudor Financial Inc.
Recent Activity
Increased 200.52%
3.59%
$6.131M
224,424 shares@ 27.32 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 153.07%
2.05%
$6.123M
224,124 shares@ 27.33 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 233.68%
0.33%
$6.045M
221,281 shares@ 27.33 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
Increased 194.07%
0.91%
$5.918M
216,604 shares@ 27.32 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 196.01%
0.38%
$5.805M
212,492 shares@ 27.32 avg price
Dana Zarnich@D.b. Root & Company, Llc
Recent Activity
Increased 217.03%
1.84%
$5.764M
210,967 shares@ 27.33 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 267.1%
2.04%
$5.665M
207,340 shares@ 27.33 avg price
MICHELLE ELDRIDGE@Channel Wealth Llc
Recent Activity
Increased 293.43%
1.84%
$5.64M
206,440 shares@ 27.32 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
Increased 213.5%
4.1%
$5.599M
204,932 shares@ 27.33 avg price
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
Increased 209.27%
0.93%
$5.523M
202,155 shares@ 27.32 avg price