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
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 102.45%
0.02%
$265,109
10,914 shares@ 24.3 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 23.27%
0.01%
$249,411
10,268 shares@ 24.3 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 144.89%
0.03%
$242,924
10,001 shares@ 24.29 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
New Position
0.02%
$231,921
9,548 shares@ 24.3 avg price
Tracey Hill@Lbmc Investment Advisors, Llc
Recent Activity
Increased 100%
0.02%
$226,383
9,320 shares@ 24.3 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.06%
$223,000
9,162 shares@ 24.34 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Increased 91.43%
0.11%
$210,957
8,685 shares@ 24.29 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 100%
0.09%
$208,894
8,600 shares@ 24.29 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Increased 100%
0.02%
$197,332
8,124 shares@ 24.3 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 100%
0.03%
$147,925
6,090 shares@ 24.29 avg price