SCHQ

Schwab Long-term Us Treasury

Latest period2024 - Q4Total superinvestors23

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, 23 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

SuperinvestorPortfolio %Reported Value
Joon Hyuk Heo@Mirae Asset Global Investments Co., Ltd.
Recent Activity
Increased 23.86%
0.16%
$38.364M
1.225M shares@ 31.33 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.03%
$14.398M
411,495 shares@ 35.0 avg price
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
Ashley Smith-Roos@Clear Creek Financial Management, Llc
Recent Activity
Decreased -5.72%
0.26%
$2.36M
75,098 shares@ 31.43 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Decreased -6.89%
0.19%
$2.11M
67,145 shares@ 31.43 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 5.9%
0.05%
$1.615M
51,501 shares@ 31.36 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
Daren Blonski@Fermata Advisors, Llc
Recent Activity
New Position
0.25%
$1.328M
42,244 shares@ 31.44 avg price
Bill Reuther@Silver Oak Securities, Incorporated
Recent Activity
Increased 16.4%
0.11%
$1.122M
35,520 shares@ 31.6 avg price

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