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
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
Increased 135.41%
4.36%
$23.024M
1.043M shares@ 22.08 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 94.28%
0.06%
$19.015M
861,598 shares@ 22.07 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 80.26%
0.84%
$9.762M
442,304 shares@ 22.07 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Increased 103.21%
0.4%
$3.1M
140,479 shares@ 22.08 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 2.52%
0.08%
$2.74M
124,213 shares@ 22.06 avg price
Therese C.D. Linden@Bank Of New Hampshire
Recent Activity
Increased 114.4%
0.58%
$2.254M
102,133 shares@ 22.07 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 100.75%
0.06%
$1.612M
73,030 shares@ 22.08 avg price
Steven Nelson@Prairiewood Capital, Llc
Recent Activity
Increased 189.75%
0.66%
$1.527M
69,193 shares@ 22.07 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 91.93%
0.08%
$1.343M
60,843 shares@ 22.08 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
Increased 554.43%
0.08%
$678,829
30,758 shares@ 22.07 avg price