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
Kimberly A Geary@Bartlett & Co. Wealth Management Llc Recent Activity Increased 57%	0.02%	$777,520 34,252 shares@ 22.7 avg price	Increased 57%
Sara Smith@Brand Asset Management Group, Inc. Recent Activity Increased 111.89%	0.28%	$683,997 30,132 shares@ 22.71 avg price	Increased 111.89%
RICHARD AHL, JR.@Ahl Investment Management, Inc. Recent Activity Increased 214.33%	0.42%	$595,716 26,243 shares@ 22.7 avg price	Increased 214.33%
Shanda Gentry@Aspiriant, Llc Recent Activity Increased 100%	0.03%	$557,149 24,544 shares@ 22.71 avg price	Increased 100%
Alexandria Fry@Dentgroup Llc Recent Activity Increased 100.29%	0.42%	$547,332 24,112 shares@ 22.7 avg price	Increased 100.29%
David Greenleigh@Luts & Greenleigh Group, Inc Recent Activity Increased 100.06%	0.54%	$542,111 23,882 shares@ 22.7 avg price	Increased 100.06%
Benjamin S. Littman@Pure Financial Advisors, Llc Recent Activity Increased 120.36%	0.02%	$541,990 23,876 shares@ 22.71 avg price	Increased 120.36%
Janine Osterink@Advisory Alpha, Llc Recent Activity Increased 49%	0.02%	$478,916 21,097 shares@ 22.71 avg price	Increased 49%
Christine Drisco@New Harbor Financial Group, Llc Recent Activity Increased 100%	0.14%	$474,430 20,900 shares@ 22.7 avg price	Increased 100%
TABITHA LETOURNEAU MEYERER@Fiduciary Family Office, Llc Recent Activity New Position	0.14%	$474,430 20,900 shares@ 22.7 avg price	New Position