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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.03%
$10.225M
10.225M shares@ 1.0 avg price
Barbara Olson@Baker Tilly Wealth Management, Llc
Recent Activity
Decreased -1%
0.79%
$1.99M
1.99M shares@ 1.0 avg price
Ellwood Derricks@Partnership Wealth Management, Llc
Recent Activity
Increased 0.91%
1.56%
$1.868M
1.868M shares@ 1.0 avg price
Brandon Silvia@Silvia Mccoll Wealth Management, Llc
Recent Activity
Decreased -3.72%
0.43%
$564,164
564,164 shares@ 1.0 avg price