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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 %
BFM
326
Boothbay Fund Management
New York
$736K +$736K +30,600 New
EAM
327
Evanson Asset Management
California
$736K +$8.78K +365 +1%
PFG
328
PAX Financial Group
Texas
$717K -$27.3K -1,135 -4%
IA
329
Inspire Advisors
Idaho
$715K -$55.2K -2,294 -7%
TW
330
TrinityPoint Wealth
Connecticut
$707K -$72.5K -3,013 -9%
NCM
331
Nelson Capital Management
California
$706K -$12.8K -534 -2%
PWM
332
Perigon Wealth Management
California
$706K -$2.85K -118 -0.4%
EE
333
EWG Elevate
California
$692K +$84.8K +3,523 +14%
SWM
334
SeaCrest Wealth Management
New York
$687K -$11.4K -475 -2%
TCWM
335
Total Clarity Wealth Management
Illinois
$687K -$74.6K -3,100 -10%
TWM
336
Tradition Wealth Management
Minnesota
$677K -$3.66M -151,924 -84%
UB
337
UMB Bank
Missouri
$648K +$4.96K +206 +0.8%
CA
338
Clearstead Advisors
Ohio
$647K +$2.19K +91 +0.3%
GWM
339
Geneos Wealth Management
Colorado
$646K -$61.9K -2,574 -9%
ACA
340
Aptus Capital Advisors
Alabama
$645K +$623K +25,889 +2,858%
Citadel Advisors
341
Citadel Advisors
Florida
$642K -$3.8M -157,792 -86%
SIM
342
Studio Investment Management
Illinois
$632K -$3.89M -161,658 -86%
CFD
343
Creative Financial Designs
Indiana
$628K +$29.9K +1,241 +5%
WB
344
WesBanco Bank
West Virginia
$627K -$19.7K -818 -3%
AWM
345
Aegis Wealth Management
Maryland
$616K +$616K +25,598 New
TAM
346
Titleist Asset Management
Texas
$609K +$40.9K +1,700 +7%
WWM
347
Western Wealth Management
Colorado
$609K -$558K -23,199 -48%
PCWA
348
Pacific Capital Wealth Advisors
California
$608K +$608K +25,266 New
SPIO
349
Seven Post Investment Office
California
$605K +$1.32K +55 +0.2%
OIA
350
OneDigital Investment Advisors
Kansas
$592K -$306K -12,727 -34%