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 |
---|---|---|---|
JOSH OPP@Brady Martz Wealth Solutions, Llc
| 2.31% | $9.558M 425,198 shares@ 22.48 avg price | New Position |
Eric Dahm@Range Financial Group Llc
| 0.78% | $1.686M 74,273 shares@ 22.7 avg price | New Position |
Ashleigh Swayze@Bcs Wealth Management
| 0.23% | $917,000 40,380 shares@ 22.71 avg price | New Position |
Teresa Douberly@Ridgeline Wealth, Llc
| 0.66% | $808,610 35,622 shares@ 22.7 avg price | New Position |
Christina Duncan@Psi Advisors, Llc
| 0.06% | $186,963 8,236 shares@ 22.71 avg price | New Position |
Kari Haanstad@Modus Advisors, Llc
| 0.02% | $33,242 1,464 shares@ 22.71 avg price | New Position |
Lisa Sternberg@Highline Wealth Partners Llc
| 0% | $0 0 shares@ 0.0 avg price | New Position |