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
David John Marotta@Marotta Asset Management
Recent Activity
Increased 98.45%
1.37%
$6.506M
286,485 shares@ 22.71 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 158.28%
0.07%
$6.353M
279,854 shares@ 22.71 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Increased 170.11%
1.19%
$6.285M
278,233 shares@ 22.59 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 104.79%
0.23%
$6.119M
269,553 shares@ 22.71 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 130.02%
0.24%
$5.451M
240,132 shares@ 22.7 avg price
Claudia Saia@Friedenthal Financial
Recent Activity
Increased 100%
2.96%
$5.056M
222,718 shares@ 22.71 avg price
Hung Nguyen@Guardian Financial Partners, Llc
Recent Activity
Increased 155.19%
2.83%
$4.75M
209,240 shares@ 22.71 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 105.89%
0.29%
$4.269M
188,057 shares@ 22.7 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Increased 117.65%
1.16%
$4.132M
182,028 shares@ 22.7 avg price
Beth Steinhaus@Breakwater Investment Management
Recent Activity
Increased 92.01%
1.71%
$4.009M
176,609 shares@ 22.71 avg price