SCHR

Schwab Intermediate-term Us

Latest period2024 - Q4Total superinvestors76

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Maressia Twele@Twele Capital Management, Inc. Recent Activity Increased 104.78%	0.1%	$454,321 18,704 shares@ 24.3 avg price	Increased 104.78%
Daren Blonski@Fermata Advisors, Llc Recent Activity New Position	0.09%	$444,701 18,308 shares@ 24.29 avg price	New Position
Kaushal Majmudar@Ridgewood Investments Llc Recent Activity Increased 100.58%	0.21%	$420,508 17,312 shares@ 24.29 avg price	Increased 100.58%
Cydney Shapleigh@New Hampshire Trust Recent Activity Increased 260.54%	0.09%	$392,939 16,177 shares@ 24.29 avg price	Increased 260.54%
Todd Penrod@Hbw Advisory Services Llc Recent Activity Increased 103.68%	0.04%	$366,353 15,082 shares@ 24.3 avg price	Increased 103.68%
\Bbecky Mulhern@Fc Advisory Llc Recent Activity Increased 101.3%	0.13%	$359,520 14,801 shares@ 24.3 avg price	Increased 101.3%
Kimberly A Geary@Bartlett & Co. Wealth Management Llc Recent Activity Increased 91.31%	0.01%	$342,100 14,084 shares@ 24.29 avg price	Increased 91.31%
Jennifer Street@Claro Advisors Llc Recent Activity Increased 47.44%	0.05%	$299,855 12,345 shares@ 24.29 avg price	Increased 47.44%
Timothy Richards@Apella Capital, Llc Recent Activity Increased 100.2%	0.02%	$270,858 11,151 shares@ 24.3 avg price	Increased 100.2%
Jim Clark@Worth Asset Management, Llc Recent Activity Decreased -52.36%	0.15%	$267,724 11,022 shares@ 24.29 avg price	Decreased -52.36%