SCTXX

Schwab Amt Tax Fr Mny-ultra

Latest period2024 - Q4Total superinvestors4

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, 4 superinvestors own shares of Schwab Amt Tax Fr Mny-ultra (SCTXX), 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 Amt Tax Fr Mny-ultra (SCTXX), 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 Amt Tax Fr Mny-ultra (SCTXX) 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 Amt Tax Fr Mny-ultra (SCTXX) 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
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Exited
0%
$18.204M
18.204M shares@ 1.0 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Exited
0%
$18.085M
18.085M shares@ 1.0 avg price
Matthew Hargreaves@Leonard Rickey Investment Advisors P.l.l.c.
Recent Activity
Exited
0%
$8.01M
8.01M shares@ 1.0 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
Exited
0%
$1.387M
1.387M shares@ 1.0 avg price
MICHELLE ELDRIDGE@Catalyst Private Wealth, Llc
Recent Activity
Exited
0%
$1.1M
1.1M shares@ 1.0 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Exited
0%
$679,444
679,444 shares@ 1.0 avg price
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
Exited
0%
$374,155
374,155 shares@ 1.0 avg price
Erica Gulick@Ami Investment Management Inc
Recent Activity
Exited
0%
$324,883
324,882 shares@ 1.01 avg price
Christopher MacBean@Harbor Group, Inc.
Recent Activity
Exited
0%
$17,463
17,463 shares@ 1.0 avg price