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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 %
SI
451
Stonekeep Investments
New Mexico
$294K +$294K +12,240 New
CIC
452
Carnegie Investment Counsel
Ohio
$290K -$67.8K -2,817 -19%
CCM
453
Chilton Capital Management
Texas
$288K
ECM
454
Exchange Capital Management
Michigan
$284K -$794 -33 -0.3%
SPW
455
Sonoma Private Wealth
California
$276K +$1.04K +43 +0.4%
LRPA
456
L. Roy Papp & Associates
Arizona
$273K +$4.84K +201 +2%
PWM
457
PBMares Wealth Management
Virginia
$270K
SA
458
Seneschal Advisors
Washington
$269K +$269K +11,200 New
Susquehanna International Group
459
Susquehanna International Group
Pennsylvania
$268K +$268K +11,154 New
BPWM
460
Badgley Phelps Wealth Managers
Washington
$268K +$2.53K +105 +1%
CFO
461
CVA Family Office
Colorado
$261K -$29.1K -1,211 -10%
KPP
462
Kings Path Partners
Texas
$260K +$40K +1,662 +18%
CP
463
Capital Planning
Washington
$260K +$260K +10,800 New
LFA
464
Lauterbach Financial Advisors
Texas
$259K +$2.43K +101 +0.9%
ZIG
465
Zullo Investment Group
Pennsylvania
$259K -$24.3K -1,010 -9%
WFA
466
WMG Financial Advisors
Tennessee
$255K +$5.27K +219 +2%
MWM
467
Modera Wealth Management
New Jersey
$255K +$4.38K +182 +2%
MWM
468
Maridea Wealth Management
New York
$254K +$254K +10,569 New
TIA
469
Tiemann Investment Advisors
California
$251K
GCA
470
Gradient Capital Advisors
California
$248K +$14.4K +597 +6%
SAM
471
Summit Asset Management
Tennessee
$248K -$155K -6,428 -38%
REMPR
472
Roof Eidam Maycock Peralta (REMP)
California
$247K -$44K -1,830 -15%
AR
473
Apeiron RIA
Texas
$243K +$12.6K +522 +5%
TA
474
TPG Advisors
Illinois
$242K +$242K +10,045 New
LGWM
475
Litman Gregory Wealth Management
California
$241K -$842 -35 -0.3%