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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 %
AC
251
Avestar Capital
New York
$1.29M
Baird Financial Group
252
Baird Financial Group
Wisconsin
$1.29M -$218K -9,065 -14%
LA
253
Lindenwold Advisors
Pennsylvania
$1.28M -$77.9K -3,239 -6%
BFA
254
Beacon Financial Advisory
Ohio
$1.27M -$9.99K -415 -0.8%
SAI
255
Savvy Advisors Inc
New York
$1.25M +$138K +5,740 +12%
LAM
256
Lummis Asset Management
Texas
$1.25M -$492K -20,440 -28%
EWA
257
EverSource Wealth Advisors
Alabama
$1.24M +$234K +9,737 +23%
TVAMP
258
Tennessee Valley Asset Management Partners
Tennessee
$1.23M -$1.45M -60,203 -54%
AHC
259
Anderson Hoagland & Co
Missouri
$1.22M -$221K -9,142 -15%
DG
260
DMC Group
Alabama
$1.22M -$10.1K -420 -0.8%
CCFCSB
261
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M -$1.2M -24,499 -50%
FIB
262
First Interstate Bank
Montana
$1.19M
KF
263
K2 Financial
California
$1.18M +$1.18M +48,765 New
BFG
264
Bleakley Financial Group
New Jersey
$1.17M -$3.34M -138,980 -74%
VC
265
Veery Capital
Delaware
$1.16M -$254K -10,539 -18%
EWM
266
Elmwood Wealth Management
California
$1.16M
TCM
267
Towercrest Capital Management
Pennsylvania
$1.13M +$43.1K +1,793 +4%
NRI
268
NFP Retirement Inc
California
$1.12M -$67.5K -2,806 -6%
CFGSD
269
Compass Financial Group (South Dakota)
South Dakota
$1.12M +$396K +16,466 +54%
KF
270
Krilogy Financial
Missouri
$1.11M -$29.7K -1,234 -3%
AWMG
271
Alliance Wealth Management Group
New Jersey
$1.11M +$43.1K +1,793 +4%
CP
272
Cumberland Partners
Ontario, Canada
$1.09M -$73.6K -3,060 -6%
GRP
273
Global Retirement Partners
California
$1.09M +$122K +5,091 +13%
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$1.08M -$81.2K -3,376 -7%
TSS
275
Two Sigma Securities
New York
$1.07M +$634K +26,345 +147%