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
Robert Lucia@Andrews, Lucia Wealth Management Llc
Recent Activity
Exited
0%
$243,850
5,000 shares@ 48.77 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Exited
0%
$193,191
3,818 shares@ 50.61 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$176,000
3,490 shares@ 50.43 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Exited
0%
$9,716
192 shares@ 50.61 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Exited
0%
$4,554
90 shares@ 50.6 avg price