SCHV

Schwab Us Large-cap Value

Latest period2026 - Q1Total superinvestors962

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 962 superinvestors own shares of Schwab Us Large-cap Value (SCHV), 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 Large-cap Value (SCHV), 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 Large-cap Value (SCHV) 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 Large-cap Value (SCHV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
David Carr@Financial Engines Advisors L.l.c.
Recent Activity
Decreased -4.6%
3%
$1.477B
48.428M shares@ 30.51 avg price
Michael N. Peterson@Sei Investments Co
Recent Activity
Decreased -2.21%
1.26%
$1.365B
44.769M shares@ 30.51 avg price
Stuart Evans@Mather Group, Llc.
Recent Activity
Increased 0.61%
10.76%
$1.078B
35.341M shares@ 30.51 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 10.08%
0.15%
$557.728M
18.286M shares@ 30.51 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -2.78%
0.51%
$343.03M
11.28M shares@ 30.41 avg price
Will Yousey@Avantax Planning Partners, Inc.
Recent Activity
Increased 0.3%
8.56%
$311.633M
10.217M shares@ 30.51 avg price
Anne Dorian@Mariner, Llc
Recent Activity
Increased 0.8%
0.33%
$279.825M
9.176M shares@ 30.5 avg price
Chris Davis@Vantagepoint Investment Advisers Llc
Recent Activity
Decreased -5.42%
2.09%
$245.679M
8.055M shares@ 30.5 avg price
Emily Berry@Moneta Group Investment Advisors Llc
Recent Activity
Increased 7.29%
1.17%
$154.499M
5.066M shares@ 30.5 avg price
Khaley Sestak@Betterment Llc
Recent Activity
Decreased -2.83%
0.24%
$122.029M
4.001M shares@ 30.51 avg price

1-10 of 962