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Schwab Short-Term US Treasury ETF

632 hedge funds and large institutions have $9.94B invested in Schwab Short-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 243 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 58

27% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $1.07M

13% more capital invested

Capital invested by funds: $8.82B → $9.94B (+$1.12B)

9% more funds holding in top 10

Funds holding in top 10: 4448 (+4)

8% more funds holding

Funds holding: 586632 (+46)

8% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 225

85.92% less ownership

Funds ownership: 161.03%75.11% (-86%)

Holders
632
Holders Change
+46
Holders Change %
+7.85%
% of All Funds
8.32%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
0.63%
New
112
Increased
243
Reduced
225
Closed
58
Calls
$1.36M
Puts
$1.07M
Net Calls
+$286K
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
26
Fiduciary Financial Group
California
$35.9M +$641K +26,459 +2%
BOPW
27
Brandywine Oak Private Wealth
Pennsylvania
$33.5M -$961K -39,696 -3%
FCA
28
FLC Capital Advisors
California
$28.4M +$356K +14,714 +1%
FCI
29
Financial Counselors Inc
Kansas
$27.7M +$2.34M +96,757 +9%
PCM
30
Passive Capital Management
Maryland
$27.7M +$1.17M +48,322 +4%
DC
31
Davenport & Co
Virginia
$26.9M -$319K -13,168 -1%
HPA
32
High Probability Advisors
New York
$26.5M -$999K -41,265 -4%
LIM
33
Leavell Investment Management
Alabama
$25.9M +$3.7M +152,960 +17%
LA
34
LVW Advisors
New York
$25.5M +$41.4K +1,711 +0.2%
AFG
35
Altiora Financial Group
Ohio
$25M +$359K +14,818 +1%
HF
36
Holcombe Financial
Georgia
$24.7M +$24.8M +1,025,670 New
AssetMark Inc
37
AssetMark Inc
California
$24.6M -$1.7M -70,259 -6%
MCM
38
MAI Capital Management
Ohio
$24.5M +$24.7M +1,019,524 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$20.5M -$487K -20,109 -2%
CST
40
Charles Schwab Trust
Nevada
$20.1M +$1.3M +53,798 +7%
SWA
41
Stratos Wealth Advisors
Ohio
$19.9M -$5.65M -233,424 -22%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$19.8M +$2.07M +85,619 +12%
AWM
43
Avior Wealth Management
Nebraska
$19.8M +$913K +37,697 +5%
WF
44
Williams Financial
Vermont
$19.5M +$638K +26,333 +3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$19.3M +$1.08M +44,669 +6%
SGAM
46
Stephens Group Asset Management
Arkansas
$18.9M +$102K +4,215 +0.5%
TCM
47
Towneley Capital Management
California
$18.9M +$497K +20,543 +3%
AC
48
Apella Capital
Connecticut
$18.8M -$3.08M -127,046 -14%
FEG
49
Fund Evaluation Group
Ohio
$18.6M
Truist Financial
50
Truist Financial
North Carolina
$18.3M -$1.52M -62,763 -8%