SCHR

Schwab Intermediate-term Us

Latest period2026 - Q1Total superinvestors506

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 506 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
Omar Aguilar@Charles Schwab Investment Management Inc
Recent Activity
Increased 4.74%
0.95%
$6.216B
249.546M shares@ 24.92 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 1.49%
0.08%
$431.805M
17.335M shares@ 24.92 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -3.4%
0.08%
$333.276M
13.376M shares@ 24.92 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Increased 5.14%
0.18%
$189.878M
7.623M shares@ 24.92 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 19.67%
0.02%
$154.17M
6.189M shares@ 24.92 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Increased 14.92%
0.01%
$148.573M
5.976M shares@ 24.87 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 35.97%
0.04%
$115.781M
4.648M shares@ 24.92 avg price
Dennis Lowenfels@Exchange Traded Concepts, Llc
Recent Activity
Increased 4.65%
0.75%
$105.046M
4.217M shares@ 24.92 avg price
Jonathan Guyton@Cornerstone Wealth Advisors, Inc.
Recent Activity
Increased 6.12%
22.91%
$99.471M
3.993M shares@ 24.92 avg price
DJ HUNT@Moisand Fitzgerald Tamayo, Llc
Recent Activity
Increased 6.6%
10.44%
$97.077M
3.897M shares@ 24.91 avg price

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