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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 %
BP
276
BNP Paribas
France
$1.05M +$399K +16,577 +62%
PP
277
PrairieView Partners
Minnesota
$1.04M -$1.63M -67,851 -61%
GFP
278
Guardian Financial Partners
California
$1.03M +$323K +13,419 +45%
MA
279
McBroom & Associates
Nevada
$1.01M -$61.4K -2,553 -6%
CWM
280
Congress Wealth Management
Massachusetts
$1.01M +$44.2K +1,836 +5%
NW
281
Naviter Wealth
Arkansas
$1.01M +$1.01M +41,816 New
BFWM
282
Bright Futures Wealth Management
New York
$1M -$734K -30,299 -42%
VFIC
283
Valley Forge Investment Consultants
Pennsylvania
$997K +$50K +2,077 +5%
LF
284
LifePlan Financial
Minnesota
$978K -$92.8K -3,855 -9%
CA
285
Calton & Associates
Florida
$977K +$762K +31,674 +355%
Bank of New York Mellon
286
Bank of New York Mellon
New York
$974K -$308K -12,801 -24%
TCM
287
Twele Capital Management
Minnesota
$951K +$35.7K +1,484 +4%
KWM
288
Kingsview Wealth Management
Oregon
$948K -$71.7K -2,981 -7%
SPL
289
Smart Portfolios LLC
Washington
$938K +$21.7K +900 +2%
TCM
290
TT Capital Management
California
$911K +$911K +37,710 New
TLFA
291
True Link Financial Advisors
California
$910K +$22.6K +939 +3%
BSTWA
292
Blake Schutter Theil Wealth Advisors
Ohio
$902K -$213K -8,834 -19%
VCWM
293
Vista Cima Wealth Management
Arizona
$892K +$892K +37,062 New
IAA
294
Independent Advisor Alliance
North Carolina
$891K +$891K +37,018 New
OMC
295
Old Mission Capital
Illinois
$885K +$885K +36,800 New
SWP
296
Stratos Wealth Partners
Ohio
$875K +$875K +36,377 New
HWAM
297
Hennion & Walsh Asset Management
New Jersey
$869K +$190K +7,907 +28%
SIG
298
Spinnaker Investment Group
California
$866K +$544K +22,605 +169%
AWS
299
Arkfeld Wealth Strategies
Nebraska
$854K +$6.29K +261 +0.7%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$852K -$69.1K -2,871 -7%