SCHZ

Schwab Us Aggregate Bond Etf

Latest period2024 - Q4Total superinvestors99

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc. Recent Activity Increased 86.79%	0.17%	$1.318M 58,054 shares@ 22.7 avg price	Increased 86.79%
Aryn Sands@Signal Advisors Wealth, Llc Recent Activity Increased 48.14%	0.14%	$1.222M 53,830 shares@ 22.71 avg price	Increased 48.14%
Maressia Twele@Twele Capital Management, Inc. Recent Activity Increased 96.92%	0.25%	$1.17M 51,555 shares@ 22.71 avg price	Increased 96.92%
Martin Juergens@Kiley Juergens Wealth Management, Llc Recent Activity Increased 283.72%	0.27%	$1.046M 46,096 shares@ 22.7 avg price	Increased 283.72%
Justin Halverson@Great Waters Wealth Management Recent Activity Increased 80.32%	0.13%	$1.008M 44,420 shares@ 22.7 avg price	Increased 80.32%
Kristie R. Furseth@Bowman & Co S.c. Recent Activity Increased 96.91%	0.52%	$1.005M 44,271 shares@ 22.71 avg price	Increased 96.91%
Lori L. Fuerstenberg@Koshinski Asset Management, Inc. Recent Activity Increased 60.98%	0.09%	$987,957 43,522 shares@ 22.71 avg price	Increased 60.98%
Gary Wagner@Carnegie Investment Counsel Recent Activity Increased 304.6%	0.03%	$967,837 42,636 shares@ 22.7 avg price	Increased 304.6%
Eric Malden@Shearwater Capital Llc Recent Activity Increased 99.99%	0.65%	$948,601 41,789 shares@ 22.7 avg price	Increased 99.99%
David Maxey@Heritage Family Offices, Llp Recent Activity Increased 153.64%	0.45%	$885,052 38,989 shares@ 22.71 avg price	Increased 153.64%