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
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.57%
$1.299M
53,905 shares@ 24.1 avg price
James Krause@Wealthcare Capital Management Llc
Recent Activity
New Position
0.08%
$784,789
32,618 shares@ 24.06 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.14%
$532,000
22,125 shares@ 24.05 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.01%
$392,000
16,305 shares@ 24.05 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
New Position
0.2%
$366,314
15,225 shares@ 24.07 avg price
Daniel Czulno@Joule Financial, Llc
Recent Activity
New Position
0.12%
$329,502
13,695 shares@ 24.07 avg price
Scott Geppert@Stonekeep Investments, Llc
Recent Activity
New Position
0.22%
$294,494
12,240 shares@ 24.06 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
New Position
0.07%
$259,848
10,800 shares@ 24.06 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
New Position
0.01%
$17,357
721 shares@ 24.08 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$10,298
428 shares@ 24.07 avg price