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
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Increased 48.09%
1.61%
$2.473M
101,823 shares@ 24.3 avg price
Gordon C. Haave@Financial & Tax Architects, Llc
Recent Activity
Increased 124.53%
0.63%
$2.457M
101,159 shares@ 24.3 avg price
Angela J. Martin@Stephens Group Asset Management, Llc
Recent Activity
Increased 992.74%
0.21%
$2.432M
100,105 shares@ 24.29 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 141.87%
0.1%
$1.942M
79,946 shares@ 24.3 avg price
H. Parker Evans@Successful Portfolios Llc
Recent Activity
Increased 110.35%
0.97%
$1.444M
59,441 shares@ 24.3 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 81.61%
0.16%
$1.435M
59,077 shares@ 24.3 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 126.14%
0.12%
$1.288M
53,021 shares@ 24.29 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 52.24%
0.03%
$1.147M
47,227 shares@ 24.29 avg price
Luther Hartwell Hodges@Waycross Investment Management Co
Recent Activity
Increased 100%
1.17%
$1.109M
45,646 shares@ 24.29 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 70.84%
0.02%
$1.095M
45,096 shares@ 24.3 avg price