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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
PIS
576
POM Investment Strategies
North Carolina
$19.4K +$19.5K +806 New
PA
577
PSI Advisors
Florida
$18.9K +$10.5K +432 +122%
FHA
578
First Horizon Advisors
Tennessee
$18.9K
TPCW
579
TD Private Client Wealth
New York
$18.7K
AIA
580
Arcadia Investment Advisors
Idaho
$18.1K
National Bank of Canada
581
National Bank of Canada
Quebec, Canada
$18K
CFGS
582
Concourse Financial Group Securities
Alabama
$17.5K
MA
583
Modus Advisors
Minnesota
$17.4K +$17.5K +721 New
VNA
584
Valley National Advisers
Pennsylvania
$16K -$15.6K -644 -48%
Franklin Resources
585
Franklin Resources
California
$16K -$1.74K -72 -10%
CCP
586
Clarkston Capital Partners
Michigan
$15.5K +$291 +12 +2%
RA
587
Rise Advisors
New York
$15.1K +$218 +9 +1%
Fidelity Investments
588
Fidelity Investments
Massachusetts
$13.7K -$26.7K -1,101 -66%
FVIM
589
Fort Vancouver Investment Management
Washington
$13.6K +$170 +7 +1%
AAP
590
Arax Advisory Partners
Colorado
$13.2K +$9.73K +402 +272%
WCM
591
Weaver Capital Management
Georgia
$13.1K +$13.2K +544 New
ME
592
McIlrath & Eck
Washington
$12.9K
CFB
593
Cullen/Frost Bankers
Texas
$12.7K +$170 +7 +1%
LFA
594
LGT Financial Advisors
Texas
$12.5K -$218 -9 -2%
WA
595
Whipplewood Advisors
Colorado
$11.3K +$11.4K +470 New
Simplex Trading
596
Simplex Trading
Illinois
$11K -$25.5K -1,054 -68%
CFG
597
Chapman Financial Group
Hawaii
$10.5K +$10.6K +436 New
CA
598
Continuum Advisory
Idaho
$10.4K -$10K -413 -49%
DRP
599
Decker Retirement Planning
Utah
$10.3K +$10.4K +428 New
FGA
600
Fortis Group Advisors
New Jersey
$9.67K