SCHI

Schwab 5-10 Year Corporate B

Latest period2026 - Q2Total superinvestors78

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 78 superinvestors own shares of Schwab 5-10 Year Corporate B (SCHI), 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 5-10 Year Corporate B (SCHI), 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 5-10 Year Corporate B (SCHI) 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 5-10 Year Corporate B (SCHI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk M. Ludwig@Westhill Financial Advisors, Inc.
Recent Activity
Increased 3.15%
2.52%
$14.762M
652,028 shares@ 22.64 avg price
Matt Conway@Charles Schwab Trust Co
Recent Activity
Increased 1.79%
0.66%
$11.784M
520,480 shares@ 22.64 avg price
Thomas White@White & Co Financial Planning Inc
Recent Activity
Increased 13.13%
6%
$9.676M
427,382 shares@ 22.65 avg price
Dave Johnson@Wt Wealth Management
Recent Activity
Increased 13.3%
2.42%
$8.736M
385,866 shares@ 22.64 avg price
Kyle R. Bubeck@Systelligence, Llc
Recent Activity
Increased 15.75%
1.16%
$6.937M
306,397 shares@ 22.64 avg price
Nahomy Palma@Bank Of New Hampshire
Recent Activity
Increased 5.19%
1.17%
$5.599M
247,289 shares@ 22.65 avg price
Robert Glass@Rational Advisors, Inc.
Recent Activity
New Position
0.39%
$4.174M
184,358 shares@ 22.64 avg price
Juan Pablo Hanuszkiewicz@Entelevest, Llc
Recent Activity
Increased 7.47%
2.77%
$3.237M
142,993 shares@ 22.65 avg price
Michael McCracken@Mfg Wealth Management, Inc.
Recent Activity
Increased 4.44%
2.25%
$3.137M
138,562 shares@ 22.65 avg price
JENNIFER FERGUSON@Citizens National Bank Trust Department
Recent Activity
Increased 1.07%
0.32%
$2.169M
95,812 shares@ 22.65 avg price

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