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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 %
WAM
426
Worth Asset Management
Texas
$366K +$366K +15,225 New
CFS
427
Coordinated Financial Services
Colorado
$365K +$365K +15,170 New
CAAS
428
Capital Asset Advisory Services
Michigan
$361K -$51.9K -2,150 -13%
CCG
429
Ceeto Capital Group
Florida
$361K
PIA
430
Perennial Investment Advisors
California
$360K -$39.1K -1,626 -10%
AWM
431
Axxcess Wealth Management
California
$360K -$51.7K -2,150 -13%
EAM
432
Empirical Asset Management
Massachusetts
$355K +$25.6K +1,063 +8%
GCA
433
Genesee Capital Advisors
New York
$349K -$85.2K -3,540 -20%
LKBC
434
L.K. Benson & Company
Maryland
$348K +$348K +14,472 New
BAMG
435
Brand Asset Management Group
Missouri
$346K +$97.9K +4,071 +40%
HCP
436
Hardin Capital Partners
South Carolina
$345K -$4.98K -207 -1%
JF
437
Joule Financial
Kentucky
$330K +$330K +13,695 New
Natixis Advisors
438
Natixis Advisors
Massachusetts
$326K +$326K +13,554 New
WA
439
WPG Advisers
Maryland
$325K +$325K +13,507 New
FAG
440
Financial Architects (Georgia)
Georgia
$324K +$14.3K +595 +5%
RIM
441
Rockbridge Investment Management
New York
$321K -$257K -10,690 -44%
AOWM
442
Alpha Omega Wealth Management
Virginia
$318K
LA
443
Latitude Advisors
Florida
$318K +$4.31K +179 +1%
CIP
444
Capital Insight Partners
Arizona
$313K +$11.4K +475 +4%
MGIA
445
Moneta Group Investment Advisors
Missouri
$309K -$689K -28,656 -69%
GLLW
446
Graves Light Lenhart Wealth
Virginia
$308K +$19.9K +828 +7%
FMC
447
First Merchants Corp
Indiana
$308K +$308K +12,800 New
FM
448
Foster & Motley
Ohio
$304K +$46.6K +1,938 +18%
FG
449
Fairman Group
Pennsylvania
$297K
SWA
450
Sightline Wealth Advisors
Connecticut
$295K -$7.51K -312 -2%