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Schwab Short-Term US Treasury ETF

628 hedge funds and large institutions have $9.92B invested in Schwab Short-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 241 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+45
Holders Change %
+7.72%
% of All Funds
8.36%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.63%
New
111
Increased
241
Reduced
224
Closed
58
Calls
$1.36M
Puts
$1.07M
Net Calls
+$286K
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
226
Econ Financial Services
Pennsylvania
$1.66M +$981K +40,779 +144%
PCIA
227
Prime Capital Investment Advisors
Kansas
$1.62M +$341K +14,153 +27%
CMBA
228
C.M. Bidwell & Associates
Hawaii
$1.55M +$472K +19,621 +44%
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$1.52M -$3.3M -137,000 -69%
Jane Street
230
Jane Street
New York
$1.51M -$415M -17,241,649 -100%
SEIA
231
Signature Estate & Investment Advisors
California
$1.51M -$76.7K -3,188 -5%
BRIA
232
Balanced Rock Investment Advisors
Massachusetts
$1.5M +$117K +4,859 +8%
HPFG
233
Hart & Patterson Financial Group
Massachusetts
$1.48M +$154K +6,411 +12%
AWM
234
Avitas Wealth Management
California
$1.47M +$62.3K +2,590 +4%
FCH
235
Freestone Capital Holdings
Washington
$1.45M +$26K +1,080 +2%
SAM
236
SignalPoint Asset Management
Missouri
$1.44M -$192K -7,996 -12%
Cerity Partners
237
Cerity Partners
New York
$1.43M +$1.14M +47,216 +381%
DBRC
238
D.B. Root & Company
Pennsylvania
$1.42M -$239K -9,945 -14%
FPAS
239
Focus Partners Advisor Solutions
Missouri
$1.42M +$314K +13,048 +28%
NA
240
NewEdge Advisors
Louisiana
$1.41M -$1.67M -69,250 -54%
SA
241
Sanctuary Advisors
Indiana
$1.41M -$1.06M -43,932 -43%
WANY
242
Wealthspire Advisors (New York)
New York
$1.38M +$44.8K +1,862 +3%
VFPW
243
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.36M -$627K -26,056 -31%
CWA
244
Clearview Wealth Advisors
Oregon
$1.36M +$126K +5,255 +10%
HCP
245
Hexagon Capital Partners
Arkansas
$1.35M -$10.3K -427 -0.8%
ATI
246
ARK & TLK Investments
Oklahoma
$1.34M +$403K +16,767 +43%
NWMG
247
National Wealth Management Group
Ohio
$1.33M -$3.35M -139,320 -72%
GWWM
248
Great Waters Wealth Management
Minnesota
$1.32M -$59.2K -2,461 -4%
FVWA
249
Foster Victor Wealth Advisors
South Carolina
$1.3M -$126K -5,212 -9%
PWM
250
Pines Wealth Management
North Carolina
$1.3M +$1.3M +53,905 New