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
Will Sharp@True North Advisors, Llc
Recent Activity
Exited
0%
$1.136M
23,913 shares@ 47.53 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
Exited
0%
$1.018M
21,430 shares@ 47.53 avg price
Brooks Slaughter@Richard P Slaughter Associates Inc
Recent Activity
Exited
0%
$707,715
14,893 shares@ 47.52 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Exited
0%
$384,199
8,085 shares@ 47.52 avg price
Robert Lucia@Andrews, Lucia Wealth Management Llc
Recent Activity
Exited
0%
$245,676
5,390 shares@ 45.58 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$55,000
1,167 shares@ 47.13 avg price
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
Exited
0%
$36,184
761 shares@ 47.55 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Exited
0%
$1,236
26 shares@ 47.54 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Exited
0%
$523
11 shares@ 47.55 avg price