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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 %
BTI
526
Blue Trust Inc
Georgia
$88.5K -$321K -13,334 -78%
BWL
527
Bogart Wealth LLC
Virginia
$72.1K +$794 +33 +1%
WWA
528
Wingate Wealth Advisors
Massachusetts
$64.2K +$64.2K +2,670 New
RMP
529
Richards, Merrill & Peterson
Washington
$63.1K +$63.1K +2,622 New
FW
530
Fairway Wealth
Ohio
$62K +$62K +2,578 New
PCM
531
Perritt Capital Management
Illinois
$60.1K +$60.1K +2,496 New
WWP
532
WR Wealth Planners
Missouri
$59K +$722 +30 +1%
NB
533
NBT Bank
New York
$57.4K
FFA
534
Founders Financial Alliance
North Carolina
$57.3K +$529 +22 +0.9%
FRA
535
Front Row Advisors
California
$54.8K
TCM
536
Tradewinds Capital Management
Washington
$54.6K +$96 +4 +0.2%
CFP
537
Comprehensive Financial Planning
Pennsylvania
$54.6K +$54.6K +2,268 New
FA
538
Fedenia Advisers
Wisconsin
$54K +$54K +2,244 New
BAM
539
Bellevue Asset Management
Washington
$50.9K -$52.1K -2,164 -51%
FFWM
540
Future Financial Wealth Management
Ohio
$50.6K +$457 +19 +0.9%
VWM
541
Venturi Wealth Management
Texas
$49.5K -$16.9K -704 -26%
DCM
542
Davis Capital Management
Florida
$47.9K -$5.77K -240 -11%
MCM
543
MidAtlantic Capital Management
Virginia
$47.7K
NP
544
NorthRock Partners
Minnesota
$43.1K -$1.47K -61 -3%
GJIA
545
Glass Jacobson Investment Advisors
Maryland
$38.6K
CJ
546
Caitlin John
Michigan
$36.4K -$36.4K -1,512 -50%
PA
547
Parallel Advisors
California
$35.1K +$30.2K +1,256 +616%
WSFS
548
Wilmington Savings Fund Society
Delaware
$34.1K -$2.24K -93 -6%
Bank of Montreal
549
Bank of Montreal
Ontario, Canada
$34K -$125M -5,214,514 -100%
SIM
550
Synergy Investment Management
Florida
$31.5K +$31.5K +1,308 New