SCHR

Schwab Intermediate-term Us

Latest period2024 - Q4Total superinvestors65

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, 65 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
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
Brian Ekstrom@Flc Capital Advisors
Recent Activity
Increased 104.72%
6.53%
$28.352M
1.167M 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
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 123.65%
0.48%
$16.957M
698,119 shares@ 24.3 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 12.19%
1.21%
$15.512M
644,446 shares@ 24.07 avg price
Michael Leanza@Genwealth Group, Inc.
Recent Activity
Increased 394.26%
2.87%
$12.568M
517,408 shares@ 24.29 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Increased 105.86%
1.79%
$9.614M
395,800 shares@ 24.29 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 126.63%
0.97%
$9.5M
391,107 shares@ 24.29 avg price