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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 %
BFA
376
Bragg Financial Advisors
North Carolina
$502K +$502K +20,850 New
PAI
377
Pittenger & Anderson Inc
Nebraska
$499K +$101K +4,213 +26%
RCS
378
Retirement Capital Strategies
California
$498K +$498K +20,695 New
SA
379
Stewardship Advisors
Pennsylvania
$482K +$195K +8,087 +68%
JCM
380
Jacobi Capital Management
Pennsylvania
$478K +$5.65K +235 +1%
CFA
381
Cahill Financial Advisors
Minnesota
$473K -$188K -7,821 -28%
VBFP
382
Valtinson Bruner Financial Planning
Minnesota
$471K -$299K -12,409 -39%
SG
383
Somerset Group
Minnesota
$470K -$15.6K -650 -3%
BBNA
384
Bremer Bank National Association
Minnesota
$458K
AFA
385
Avant Financial Advisors
Texas
$451K +$451K +18,742 New
WA
386
Win Advisors
Florida
$450K -$268K -11,138 -37%
WS
387
Wedbush Securities
California
$450K -$65.7K -2,729 -13%
IWN
388
Independent Wealth Network
Iowa
$445K +$2.86K +119 +0.6%
BJL
389
Brighton Jones LLC
Washington
$444K +$173K +7,171 +64%
IF
390
IRON Financial
Illinois
$443K -$60.9K -2,533 -12%
TF
391
Trek Financial
Arizona
$442K -$394K -16,359 -47%
RFA
392
Resurgent Financial Advisors
Georgia
$439K +$88.3K +3,668 +25%
TFG
393
Team Financial Group
California
$438K +$15.3K +634 +4%
NCM
394
Northwest Capital Management
Oregon
$434K
SIAG
395
Signet Investment Advisory Group
Rhode Island
$432K +$3.37K +140 +0.8%
AAS
396
Avantax Advisory Services
Texas
$429K -$21.3K -885 -5%
LAIC
397
Lederer & Associates Investment Counsel
California
$428K +$11.5K +478 +3%
KBFS
398
Kohmann Bosshard Financial Services
Ohio
$428K +$7.68K +319 +2%
Comerica Bank
399
Comerica Bank
Texas
$426K -$140K -5,803 -25%
BWM
400
Blossom Wealth Management
California
$425K -$159K -6,588 -27%