SCHO

Schwab Short-term Us Treas

Latest period2024 - Q4Total superinvestors82

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, 82 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
Clay Murdy@West Coast Financial Llc
Recent Activity
Increased 162.21%
6.52%
$59.127M
2.457M shares@ 24.07 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Increased 109.21%
3.77%
$40.087M
1.666M shares@ 24.07 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Increased 103.62%
7.81%
$35.887M
1.489M shares@ 24.1 avg price
Brian Ekstrom@Flc Capital Advisors
Recent Activity
Increased 102.53%
6.54%
$28.395M
1.18M shares@ 24.06 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 73.45%
0.12%
$55.324M
1.13M shares@ 48.99 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Increased 100.33%
3.07%
$25.452M
1.058M shares@ 24.06 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 113.78%
1.73%
$20.092M
835,096 shares@ 24.07 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 123.19%
0.56%
$19.83M
824,205 shares@ 24.06 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