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
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
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 93.91%
0.06%
$2.135M
88,756 shares@ 24.07 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 128.59%
0.03%
$2.052M
85,282 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
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 88.33%
0.14%
$1.521M
63,214 shares@ 24.06 avg price
Aryn Sands@Hart & Patterson Financial Group Llc
Recent Activity
Increased 123.36%
0.72%
$1.475M
61,319 shares@ 24.06 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Increased 76.42%
0.36%
$1.439M
59,824 shares@ 24.06 avg price
Dana Zarnich@D.b. Root & Company, Llc
Recent Activity
Increased 71.13%
0.46%
$1.418M
58,941 shares@ 24.07 avg price
Justin Halverson@Great Waters Wealth Management
Recent Activity
Increased 91.44%
0.17%
$1.323M
54,985 shares@ 24.07 avg price