Schwab Us Aggregate Bond Etf
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
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.17% | $81.997M 1.726M shares@ 47.53 avg price | Decreased -0.38% |
Tammi Ellis@Mutual Advisors, Llc
| 0.42% | $14.447M 635,877 shares@ 22.73 avg price | Decreased -1.15% |
Jim R Kennedy@Smart Money Group Llc
| 1.14% | $3.298M 145,305 shares@ 22.71 avg price | Decreased -21.34% |
Lupe Fungalei@Diversify Wealth Management, Llc
| 0.19% | $2.339M 104,016 shares@ 22.5 avg price | Decreased -4.52% |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $108,371 4,774 shares@ 22.71 avg price | Decreased -93.29% |