SCHR

Schwab Intermediate-term Us

Latest period2024 - Q4Total superinvestors140

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, 140 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

SuperinvestorPortfolio %Reported Value
Jonathan Guyton@Cornerstone Wealth Advisors, Inc.
Recent Activity
Increased 110.8%
22.06%
$80.342M
3.308M shares@ 24.3 avg price
William Cantus@Pacific Sage Partners, Llc
Recent Activity
Increased 105.57%
14.36%
$62.951M
2.592M shares@ 24.29 avg price
Rebecca A. Schmidt@Resonant Capital Advisors, Llc
Recent Activity
Increased 132.19%
3.58%
$48.991M
2.017M shares@ 24.3 avg price
Scott Crane@Crane Advisory, Llc
Recent Activity
Increased 89.75%
7.91%
$45.111M
1.86M shares@ 24.26 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 64.15%
0.18%
$88.124M
1.742M shares@ 50.6 avg price
Clay Murdy@West Coast Financial Llc
Recent Activity
Increased 110.61%
3.83%
$34.687M
1.428M shares@ 24.29 avg price
Lawrence J. Bernhard@Foster & Motley Inc
Recent Activity
Increased 108.98%
2.13%
$32.684M
1.346M shares@ 24.3 avg price
Brian Ekstrom@Flc Capital Advisors
Recent Activity
Increased 104.72%
6.53%
$28.352M
1.167M shares@ 24.3 avg price
Alex Butters@Seabridge Investment Advisors Llc
Recent Activity
Increased 205.9%
5.7%
$27.213M
1.12M shares@ 24.3 avg price
Patricia Hall@Beacon Wealthcare Llc
Recent Activity
Increased 110.25%
10.96%
$27.016M
1.112M shares@ 24.3 avg price

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