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
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 94.81%
0.08%
$1.113M
46,278 shares@ 24.06 avg price
Hung Nguyen@Guardian Financial Partners, Llc
Recent Activity
Increased 190.93%
0.62%
$1.033M
42,937 shares@ 24.06 avg price
Timothy Monaco@Lifeplan Financial, Llc
Recent Activity
Increased 82.68%
0.87%
$977,822
40,641 shares@ 24.06 avg price
Maressia Twele@Twele Capital Management, Inc.
Recent Activity
Increased 107.81%
0.21%
$950,563
39,508 shares@ 24.07 avg price
Scott Parker@True Link Financial Advisors, Llc
Recent Activity
Increased 105.1%
0.08%
$910,214
37,831 shares@ 24.07 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 156.06%
0.04%
$869,071
36,121 shares@ 24.06 avg price
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
Increased 437.9%
0.21%
$865,797
35,985 shares@ 24.06 avg price
Dana M. Jones@Websterrogers Financial Advisors, Llc
Recent Activity
Increased 102.7%
0.29%
$817,007
33,957 shares@ 24.07 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Increased 107.52%
0.33%
$809,583
33,648 shares@ 24.07 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 99.28%
0.18%
$790,130
32,840 shares@ 24.06 avg price