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
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 105.44%
0.08%
$4.068M
169,094 shares@ 24.07 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Increased 53.48%
1.99%
$3.881M
161,308 shares@ 24.06 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 102.55%
1.76%
$3.736M
155,151 shares@ 24.08 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 89.88%
0.44%
$3.592M
149,314 shares@ 24.06 avg price
Dori Riddle@Dbk Financial Counsel, Llc
Recent Activity
Increased 100.53%
3.33%
$3.299M
137,128 shares@ 24.06 avg price
Beth Steinhaus@Breakwater Investment Management
Recent Activity
Increased 58.71%
1.36%
$3.181M
132,221 shares@ 24.07 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 216.64%
0.09%
$3.164M
131,525 shares@ 24.06 avg price
RICHARD AHL, JR.@Ahl Investment Management, Inc.
Recent Activity
Increased 90.98%
2%
$2.85M
118,436 shares@ 24.06 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Increased 49.59%
1.68%
$2.585M
107,440 shares@ 24.07 avg price
Colleen Kelly@Fortis Advisors, Llc
Recent Activity
Increased 101.97%
1.54%
$2.347M
97,532 shares@ 24.06 avg price