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