Schwab Intermediate-term Us
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, 76 superinvestors own shares of Schwab Intermediate-term Us (SCHR), 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 Intermediate-term Us (SCHR), 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 Intermediate-term Us (SCHR) 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 Intermediate-term Us (SCHR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Amy King@Kathmere Capital Management, Llc
| 0.47% | $5.212M 214,560 shares@ 24.29 avg price | New Position |
Scott Parker@True Link Financial Advisors, Llc
| 0.06% | $683,788 28,151 shares@ 24.3 avg price | New Position |
Daren Blonski@Fermata Advisors, Llc
| 0.09% | $444,701 18,308 shares@ 24.29 avg price | New Position |
Mark J. Riley@Transform Wealth, Llc
| 0.02% | $231,921 9,548 shares@ 24.3 avg price | New Position |
Ashleigh Swayze@Bcs Wealth Management
| 0.06% | $223,000 9,162 shares@ 24.34 avg price | New Position |
Scott Boyce@Decker Retirement Planning Inc.
| 0.01% | $4,615 190 shares@ 24.29 avg price | New Position |
Lisa Sternberg@Highline Wealth Partners Llc
| 0.01% | $3,376 139 shares@ 24.29 avg price | New Position |