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
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 105.86%
1.79%
$9.614M
395,800 shares@ 24.29 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 126.63%
0.97%
$9.5M
391,107 shares@ 24.29 avg price
Jeffrey Scott Coons@High Probability Advisors, Llc
Recent Activity
Increased 21.18%
1.67%
$9.284M
382,232 shares@ 24.3 avg price
Ashleigh Swayze@Code Waechter Llc
Recent Activity
Increased 102.31%
4.84%
$5.544M
228,243 shares@ 24.29 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 133.18%
2.37%
$5.055M
208,804 shares@ 24.22 avg price
Martin R. Curiel@Myecfo, Llc
Recent Activity
Increased 91.31%
2.34%
$4.331M
178,299 shares@ 24.3 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
Increased 104.43%
1.33%
$4.241M
174,612 shares@ 24.29 avg price
Aryn Sands@Kelly Financial Services Llc
Recent Activity
Increased 225.04%
1.44%
$3.985M
164,068 shares@ 24.3 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Increased 113.64%
0.09%
$2.55M
104,988 shares@ 24.3 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Increased 48.09%
1.61%
$2.473M
101,823 shares@ 24.3 avg price