SCHI

Schwab 5-10 Year Corporate B

Latest period2024 - Q4Total superinvestors33

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, 33 superinvestors own shares of Schwab 5-10 Year Corporate B (SCHI), 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 5-10 Year Corporate B (SCHI), 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 5-10 Year Corporate B (SCHI) 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 5-10 Year Corporate B (SCHI) 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
Dan Mohr@Retireful, Llc
Recent Activity
New Position
0.98%
$1.726M
78,200 shares@ 22.07 avg price
Hung Nguyen@Guardian Financial Partners, Llc
Recent Activity
New Position
0.14%
$230,948
10,464 shares@ 22.08 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
New Position
0.03%
$88,170
3,995 shares@ 22.08 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
New Position
0.01%
$11,874
538 shares@ 22.08 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
New Position
0.01%
$9,247
419 shares@ 22.07 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
New Position
0.01%
$6,798
308 shares@ 22.08 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$2,781
126 shares@ 22.08 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
New Position
0%
$0
0 shares@ 0.0 avg price