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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
PA
551
Parallel Advisors
California
$35.1K +$30.4K +1,256 +616%
WSFS
552
Wilmington Savings Fund Society
Delaware
$34.1K -$2.25K -93 -6%
Bank of Montreal
553
Bank of Montreal
Ontario, Canada
$34K -$126M -5,214,514 -100%
SIM
554
Synergy Investment Management
Florida
$31.5K +$31.7K +1,308 New
CA
555
CoreCap Advisors
Michigan
$31K -$7.7K -318 -20%
AW
556
Avion Wealth
Texas
$31K
AEPWM
557
Atlantic Edge Private Wealth Management
Florida
$30.6K +$30.8K +1,270 New
HI
558
Hendershot Investments
Virginia
$30.6K +$9.2K +380 +43%
SIS
559
Sound Income Strategies
Florida
$30.5K +$11.1K +459 +57%
SWM
560
Spire Wealth Management
Virginia
$29.4K
SAM
561
Smartleaf Asset Management
Massachusetts
$28.5K +$24 +1 +0.1%
BF
562
BOK Financial
Oklahoma
$28.3K -$330K -13,630 -92%
AWM
563
AllSquare Wealth Management
New York
$26.2K -$24 -1 -0.1%
GSWM
564
Golden State Wealth Management
California
$25.8K +$26K +1,073 New
KSB
565
Kennebec Savings Bank
Maine
$25.8K
AP
566
Aspect Partners
Virginia
$25.7K +$25.9K +1,068 New
OPTFSNA
567
Old Point Trust & Financial Services N A
Virginia
$24.5K +$24.7K +1,020 New
VFM
568
Vision Financial Markets
Connecticut
$24.1K +$24.2K +1,000 New
Fifth Third Bancorp
569
Fifth Third Bancorp
Ohio
$23.4K +$13.2K +544 +127%
1IA
570
1620 Investment Advisors
Massachusetts
$22.9K
WWMSC
571
Wagner Wealth Management (South Carolina)
South Carolina
$21.9K +$5.69K +235 +35%
BHWM
572
Beaird Harris Wealth Management
Texas
$20.9K -$823 -34 -4%
NFSG
573
Newbridge Financial Services Group
Florida
$20.8K +$20.9K +864 New
BBPWM
574
Blue Bell Private Wealth Management
Pennsylvania
$20.3K
DAM
575
Delta Asset Management
Tennessee
$19.5K