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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 %
CIC
301
Chilton Investment Company
Connecticut
$849K +$849K +35,300 New
SPF
302
South Plains Financial
Texas
$847K +$847K +35,218 New
FIC
303
Family Investment Center
Missouri
$844K +$7.22K +300 +0.9%
SFA
304
Sequoia Financial Advisors
Ohio
$837K -$141K -5,848 -14%
SAM
305
Sherman Asset Management
California
$834K +$834K +34,668 New
ES
306
Eagle Strategies
New York
$832K +$832K +34,574 New
KCIC
307
Kuhn & Co Investment Counsel
Illinois
$830K +$12.5K +520 +2%
SIA
308
Soltis Investment Advisors
Utah
$824K -$484K -20,136 -37%
EWA
309
Exencial Wealth Advisors
Oklahoma
$818K +$65.3K +2,713 +9%
WFA
310
Websterrogers Financial Advisors
South Carolina
$817K +$10.9K +451 +1%
UCFA
311
United Capital Financial Advisors
Texas
$817K +$4.02K +167 +0.5%
ACA
312
American Capital Advisory
Idaho
$814K -$33.1K -1,374 -4%
PS
313
Planned Solutions
California
$810K +$29.3K +1,218 +4%
JWCA
314
J.W. Cole Advisors
Florida
$792K -$9.99K -415 -1%
CA
315
Cambridge Advisors
Nebraska
$790K -$2.89K -120 -0.4%
B
316
Birchbrook
Maine
$786K -$31.2K -1,296 -4%
WCM
317
Wealthcare Capital Management
Virginia
$785K +$785K +32,618 New
TWP
318
Tempus Wealth Planning
California
$782K +$64.7K +2,691 +9%
WG
319
Wealth Group
North Carolina
$780K +$127K +5,294 +20%
DWM
320
Dopkins Wealth Management
New York
$762K +$548K +22,771 +255%
VWA
321
VSM Wealth Advisory
Maryland
$755K +$755K +31,373 New
RI
322
Ridgewood Investments
New Jersey
$755K -$5.53K -230 -0.7%
WFS
323
Weitzel Financial Services
Iowa
$749K +$3.67K +152 +0.5%
AW
324
Alteri Wealth
California
$740K +$740K +30,771 New
Jones Financial Companies
325
Jones Financial Companies
Missouri
$738K +$589K +24,482 +395%