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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 %
SC
401
Scratch Capital
Idaho
$424K +$424K +17,624 New
RWA
402
Roberts Wealth Advisors
California
$423K -$243K -10,043 -36%
TA
403
TFB Advisors
Kansas
$423K -$3.1K -129 -0.7%
SF
404
Synovus Financial
Georgia
$421K -$278K -11,536 -40%
AAS
405
Ameritas Advisory Services
Nebraska
$420K -$160K -6,651 -28%
Citigroup
406
Citigroup
New York
$420K +$17.8K +739 +4%
CA
407
CGN Advisors
Kansas
$413K +$15.1K +627 +4%
IA
408
IFP Advisors
Florida
$412K +$95.6K +3,972 +30%
PSCM
409
Per Stirling Capital Management
Texas
$411K -$684K -28,410 -62%
VCM
410
Versant Capital Management
Arizona
$407K -$36.2K -1,504 -8%
DPI
411
Diversified Portfolios Inc
Michigan
$401K -$12.9K -538 -3%
HSA
412
HBK Sorce Advisory
Pennsylvania
$400K -$117K -4,882 -23%
LJAC
413
L.J. Altfest & Co
New York
$399K +$10.4K +432 +3%
MWM
414
MBE Wealth Management
Wisconsin
$396K
P
415
&Partners
Tennessee
$395K -$167K -6,907 -30%
RWM
416
Revisor Wealth Management
Ohio
$392K -$8.35K -347 -2%
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$392K +$392K +16,305 New
RF
418
RHS Financial
California
$390K -$6.67K -277 -2%
BAAM
419
Baker Avenue Asset Management
California
$378K
HA
420
HC Advisors
Georgia
$375K +$5.17K +215 +1%
CNWM
421
Clay Northam Wealth Management
California
$375K -$361 -15 -0.1%
ATPW
422
Ashton Thomas Private Wealth
Arizona
$375K +$89.6K +3,725 +31%
TFA
423
Toth Financial Advisory
Virginia
$375K -$16K -665 -4%
NL
424
NWAM LLC
Washington
$370K -$770 -32 -0.2%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$366K +$35.8K +1,487 +11%