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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 %
KAS
351
Kestra Advisory Services
Texas
$585K -$356K -14,790 -38%
MSFS
352
Main Street Financial Solutions
Pennsylvania
$582K +$5.32K +221 +0.9%
Financial Engines Advisors
353
Financial Engines Advisors
California
$580K -$55.2K -2,295 -9%
GWP
354
Gateway Wealth Partners
Wisconsin
$574K -$529K -21,977 -48%
VI
355
VanderPol Investments
Michigan
$574K -$37.8K -1,569 -6%
NFW
356
Noble Family Wealth
Florida
$572K
Brown Advisory
357
Brown Advisory
Maryland
$571K +$1.83K +76 +0.3%
LOPW
358
Live Oak Private Wealth
North Carolina
$560K -$8.04K -334 -1%
NHT
359
New Hampshire Trust
New Hampshire
$546K +$34.7K +1,443 +7%
MS
360
Madden Securities
Texas
$541K +$197K +8,192 +57%
OPS
361
Orion Portfolio Solutions
Nebraska
$537K +$29.8K +1,239 +6%
BCI
362
Brinker Capital Investments
Pennsylvania
$537K +$29.8K +1,239 +6%
B
363
Bensler
Washington
$535K -$100K -4,170 -16%
BWM
364
BCS Wealth Management
Tennessee
$532K +$532K +22,125 New
GWANC
365
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K +$529K +21,969 New
FFG
366
First Financial Group
North Carolina
$524K +$524K +21,760 New
VCA
367
Verdence Capital Advisors
Maryland
$523K +$12.5K +521 +2%
CWP
368
Core Wealth Partners
California
$520K +$3.59K +149 +0.7%
LEFP
369
Leading Edge Financial Planning
Tennessee
$520K -$50.7K -2,109 -9%
CIA
370
Concurrent Investment Advisors
Florida
$516K +$95.7K +3,978 +23%
OP
371
ORG Partners
Indiana
$514K +$46.6K +1,937 +10%
RW
372
REDW Wealth
New Mexico
$513K -$2.07K -86 -0.4%
FF
373
Friedenthal Financial
New Jersey
$505K +$6.3K +262 +1%
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$504K +$2.31K +96 +0.5%
BF
375
Brucke Financial
Indiana
$503K +$503K +20,756 New