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
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
Colleen Doughty@Roble, Belko & Company, Inc
Recent Activity
Increased 178.19%
0.02%
$125,000
5,138 shares@ 24.33 avg price
Beth Steinhaus@Breakwater Investment Management
Recent Activity
Increased 100%
0.05%
$105,759
4,354 shares@ 24.3 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 100.38%
0.01%
$25,894
1,066 shares@ 24.3 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 102.68%
0.01%
$20,231
833 shares@ 24.29 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 80.59%
0.01%
$19,432
800 shares@ 24.29 avg price
Claudia Saia@Friedenthal Financial
Recent Activity
Increased 104.43%
0.01%
$5,611
231 shares@ 24.3 avg price