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
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
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 1976.74%
0.04%
$3.375M
148,694 shares@ 22.71 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Increased 108.45%
1.3%
$3.331M
146,937 shares@ 22.68 avg price
Jim R Kennedy@Smart Money Group Llc
Recent Activity
Decreased -21.34%
1.14%
$3.298M
145,305 shares@ 22.71 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Increased 96.45%
1.13%
$3.295M
145,138 shares@ 22.7 avg price
Scott Geppert@Stonekeep Investments, Llc
Recent Activity
Increased 84.27%
1.94%
$2.604M
114,707 shares@ 22.7 avg price
Stefan Pellish@Sightline Wealth Advisors, Llc
Recent Activity
Increased 84.68%
1.33%
$2.455M
108,159 shares@ 22.7 avg price