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
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 52.78%
0.09%
$1.037M
42,681 shares@ 24.3 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Increased 85.06%
0.24%
$951,231
39,161 shares@ 24.3 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 101.48%
0.04%
$899,511
37,032 shares@ 24.3 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 127.19%
0.01%
$856,000
35,250 shares@ 24.29 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 81.27%
0.01%
$845,000
34,781 shares@ 24.3 avg price
Scott Parker@True Link Financial Advisors, Llc
Recent Activity
New Position
0.06%
$683,788
28,151 shares@ 24.3 avg price
Timothy Monaco@Kings Path Partners Llc
Recent Activity
Increased 110.36%
0.23%
$534,825
22,018 shares@ 24.3 avg price
Brian Glas@Noble Family Wealth, Llc
Recent Activity
Increased 97.95%
0.15%
$515,567
21,208 shares@ 24.32 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Increased 98.21%
0.05%
$482,108
19,848 shares@ 24.3 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 87.73%
0.02%
$459,907
18,934 shares@ 24.3 avg price