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
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 143.57%
0.21%
$11.286M
469,058 shares@ 24.06 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 13.48%
0.27%
$9.026M
373,129 shares@ 24.19 avg price
Steven Nelson@Prairiewood Capital, Llc
Recent Activity
Increased 134.94%
3.81%
$8.907M
370,198 shares@ 24.06 avg price
Scott M. Peterson@Peterson Wealth Advisors, Llc
Recent Activity
Increased 114.88%
1.6%
$8.861M
367,063 shares@ 24.14 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 84.02%
0.19%
$8.127M
337,790 shares@ 24.06 avg price
Fred Beerwart@Smi Advisory Services, Llc
Recent Activity
Increased 94.7%
1.67%
$7.215M
299,372 shares@ 24.11 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
Increased 112.7%
1.76%
$6.764M
281,150 shares@ 24.06 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Increased 156.55%
0.61%
$5.851M
243,192 shares@ 24.06 avg price
H. Parker Evans@Successful Portfolios Llc
Recent Activity
Increased 92.21%
3.28%
$4.892M
203,314 shares@ 24.06 avg price
Bruce Roberts@Erts Wealth Advisors, Llc
Recent Activity
Increased 102.53%
0.88%
$4.659M
193,660 shares@ 24.06 avg price