SCHR

Schwab Intermediate-term Us

Latest period2024 - Q4Total superinvestors76

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Amy King@Kathmere Capital Management, Llc
Recent Activity
New Position
0.47%
$5.212M
214,560 shares@ 24.29 avg price
Scott Parker@True Link Financial Advisors, Llc
Recent Activity
New Position
0.06%
$683,788
28,151 shares@ 24.3 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
New Position
0.09%
$444,701
18,308 shares@ 24.29 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
New Position
0.02%
$231,921
9,548 shares@ 24.3 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.06%
$223,000
9,162 shares@ 24.34 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$4,615
190 shares@ 24.29 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
New Position
0.01%
$3,376
139 shares@ 24.29 avg price