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
Daniel Czulno@Joule Financial, Llc
Recent Activity
Increased 100%
0.2%
$564,595
25,582 shares@ 22.08 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 146.09%
0.25%
$518,293
23,484 shares@ 22.08 avg price
\Bbecky Mulhern@Fc Advisory Llc
Recent Activity
Increased 100.51%
0.14%
$388,422
17,600 shares@ 22.07 avg price
Joshua Ryan Standeven@Selective Wealth Management, Inc.
Recent Activity
Increased 100.3%
0.14%
$339,824
15,581 shares@ 21.82 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
Increased 16.65%
0.12%
$286,115
12,964 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
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 100%
0.01%
$52,659
2,386 shares@ 22.07 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 101.07%
0.01%
$50,183
2,274 shares@ 22.07 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Increased 100%
0.01%
$37,078
1,680 shares@ 22.08 avg price