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
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -4.52%
0.19%
$2.339M
104,016 shares@ 22.5 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Increased 115.53%
1.18%
$2.288M
100,804 shares@ 22.7 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Increased 72.4%
0.85%
$2.22M
97,797 shares@ 22.7 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Increased 238.91%
0.65%
$2.21M
97,354 shares@ 22.71 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Increased 134.08%
0.21%
$2.208M
97,261 shares@ 22.7 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 127.71%
0.34%
$2.131M
93,882 shares@ 22.71 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 111.13%
0.12%
$2.097M
92,358 shares@ 22.71 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 112.34%
0.03%
$2.047M
90,174 shares@ 22.71 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 258.15%
0.25%
$2.03M
89,418 shares@ 22.71 avg price
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
Increased 137.15%
0.73%
$1.908M
84,038 shares@ 22.71 avg price