SCHQ

Schwab Long-term Us Treasury

Latest period2024 - Q4Total superinvestors13

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, 13 superinvestors own shares of Schwab Long-term Us Treasury (SCHQ), 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 Long-term Us Treasury (SCHQ), 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 Long-term Us Treasury (SCHQ) 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 Long-term Us Treasury (SCHQ) 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
Kim Jamieson@Galvin, Gaustad & Stein, Llc
Recent Activity
Decreased -3.07%
0.35%
$3.817M
121,439 shares@ 31.43 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Decreased -30.47%
0.66%
$2.393M
76,148 shares@ 31.44 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Decreased -6.89%
0.19%
$2.11M
67,145 shares@ 31.43 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -57.29%
0.02%
$1.474M
46,904 shares@ 31.43 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -31.48%
0.01%
$346,095
11,012 shares@ 31.43 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -62.54%
0.01%
$6,475
206 shares@ 31.44 avg price