SCHZ

Schwab Us Aggregate Bond Etf

Latest period2024 - Q4Total superinvestors99

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, 99 superinvestors own shares of Schwab Us Aggregate Bond Etf (SCHZ), 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 Aggregate Bond Etf (SCHZ), 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 Aggregate Bond Etf (SCHZ) 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 Aggregate Bond Etf (SCHZ) 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
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 103.37%
11.51%
$133.903M
5.899M shares@ 22.71 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Increased 113.85%
12.62%
$81.02M
3.569M shares@ 22.71 avg price
David L Blain@Bluesky Wealth Advisors, Llc
Recent Activity
Increased 104.99%
7.25%
$46.343M
2.042M shares@ 22.71 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.38%
0.17%
$81.997M
1.726M shares@ 47.53 avg price
Brian Ekstrom@Flc Capital Advisors
Recent Activity
Increased 107.81%
5.64%
$24.481M
1.078M shares@ 22.7 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 108.17%
0.47%
$23.779M
1.048M shares@ 22.7 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -1.15%
0.42%
$14.447M
635,877 shares@ 22.73 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Increased 109.18%
2.48%
$12.331M
543,203 shares@ 22.7 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 98.78%
5.3%
$11.292M
498,094 shares@ 22.68 avg price
Martin R. Curiel@Myecfo, Llc
Recent Activity
Increased 103.66%
5.85%
$10.827M
476,763 shares@ 22.71 avg price