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
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 109.62%
0.73%
$19.769M
821,653 shares@ 24.07 avg price
Angela J. Martin@Stephens Group Asset Management, Llc
Recent Activity
Increased 101.08%
1.58%
$18.932M
786,865 shares@ 24.07 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 72.08%
0.73%
$18.836M
782,878 shares@ 24.07 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Increased 107.45%
6.21%
$18.132M
753,619 shares@ 24.07 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 170.28%
1.36%
$16.158M
671,581 shares@ 24.06 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Increased 113.55%
0.32%
$14.029M
583,097 shares@ 24.06 avg price
Kim Jamieson@Galvin, Gaustad & Stein, Llc
Recent Activity
Increased 144.43%
1.24%
$13.83M
574,822 shares@ 24.06 avg price
David John Marotta@Marotta Asset Management
Recent Activity
Increased 95.21%
2.84%
$13.538M
560,810 shares@ 24.14 avg price
Matthew Lapides@Mbm Wealth Consultants, Llc
Recent Activity
Increased 156.67%
3.75%
$12.572M
520,812 shares@ 24.14 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 143.57%
0.21%
$11.286M
469,058 shares@ 24.06 avg price