SCHO

Schwab Short-term Us Treas

Latest period2024 - Q4Total superinvestors109

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, 109 superinvestors own shares of Schwab Short-term Us Treas (SCHO), 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 Short-term Us Treas (SCHO), 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 Short-term Us Treas (SCHO) 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 Short-term Us Treas (SCHO) 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
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -13.33%
0.9%
$11.529M
478,389 shares@ 24.11 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -59.48%
0.02%
$2.827M
117,500 shares@ 24.06 avg price
Timothy J Videnka@Forza Wealth Management, Llc
Recent Activity
Decreased -25.39%
0.81%
$1.776M
73,816 shares@ 24.07 avg price