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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 %
CA
551
CoreCap Advisors
Michigan
$31K -$7.65K -318 -20%
AW
552
Avion Wealth
Texas
$31K
AEPWM
553
Atlantic Edge Private Wealth Management
Florida
$30.6K +$30.6K +1,270 New
HI
554
Hendershot Investments
Virginia
$30.6K +$9.14K +380 +43%
SIS
555
Sound Income Strategies
Florida
$30.5K +$11K +459 +57%
SWM
556
Spire Wealth Management
Virginia
$29.4K
SAM
557
Smartleaf Asset Management
Massachusetts
$28.5K +$24 +1 +0.1%
BF
558
BOK Financial
Oklahoma
$28.3K -$328K -13,630 -92%
AWM
559
AllSquare Wealth Management
New York
$26.2K -$24 -1 -0.1%
GSWM
560
Golden State Wealth Management
California
$25.8K +$25.8K +1,073 New
KSB
561
Kennebec Savings Bank
Maine
$25.8K
AP
562
Aspect Partners
Virginia
$25.7K +$25.7K +1,068 New
OPTFSNA
563
Old Point Trust & Financial Services N A
Virginia
$24.5K +$24.5K +1,020 New
VFM
564
Vision Financial Markets
Connecticut
$24.1K +$24.1K +1,000 New
Fifth Third Bancorp
565
Fifth Third Bancorp
Ohio
$23.4K +$13.1K +544 +127%
1IA
566
1620 Investment Advisors
Massachusetts
$22.9K
WWM
567
Wagner Wealth Management
South Carolina
$21.9K +$5.65K +235 +35%
BHWM
568
Beaird Harris Wealth Management
Texas
$20.9K -$818 -34 -4%
NFSG
569
Newbridge Financial Services Group
Florida
$20.8K +$20.8K +864 New
BBPWM
570
Blue Bell Private Wealth Management
Pennsylvania
$20.3K
DAM
571
Delta Asset Management
Tennessee
$19.5K
PIS
572
POM Investment Strategies
North Carolina
$19.4K +$19.4K +806 New
PA
573
PSI Advisors
Florida
$18.9K +$10.4K +432 +122%
FHA
574
First Horizon Advisors
Tennessee
$18.9K
TPCW
575
TD Private Client Wealth
New York
$18.7K