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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
GEA
601
Glen Eagle Advisors
New Jersey
$9.62K
CI
602
Cordant Inc
Oregon
$8.47K +$823 +34 +11%
LC
603
Lavaca Capital
Texas
$8.32K +$8.38K +346 New
GM
604
GeoWealth Management
Illinois
$7.36K -$48 -2 -0.6%
WIM
605
Westside Investment Management
California
$7.27K
CWM
606
Crowley Wealth Management
Delaware
$7.22K +$7.26K +300 New
OC
607
Oarsman Capital
Wisconsin
$6.79K +$6.83K +282 New
PWA
608
Physician Wealth Advisors
Utah
$6.45K +$6.49K +268 New
WB
609
Webster Bank
Connecticut
$5.34K
GWMI
610
Guardian Wealth Management (Illinois)
Illinois
$5.33K -$436 -18 -8%
BC
611
Barrett & Company
Rhode Island
$5.2K +$5.23K +216 New
SNB
612
Security National Bank
Nebraska
$5.2K +$5.23K +216 New
BCMLT
613
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.97K -$24 -1 -0.5%
BBHC
614
Brown Brothers Harriman & Co
New York
$4.47K
FGC
615
Financial Gravity Companies
Texas
$4.43K
ADL
616
Asset Dedication LLC
California
$4.02K +$24 +1 +0.6%
QCMNJ
617
Quantum Capital Management (New Jersey)
New Jersey
$3.75K
TRCT
618
Tower Research Capital (TRC)
New York
$3.54K +$3.56K +147 New
VHAM
619
Van Hulzen Asset Management
California
$3.2K +$3.22K +133 New
CSWM
620
Cassady Schiller Wealth Management
Ohio
$3.13K
CWP
621
Concord Wealth Partners
Virginia
$2.89K
QCG
622
Quadrant Capital Group
Ohio
$1.93K
GPFA
623
Game Plan Financial Advisors
Ohio
$1.68K
CMA
624
Cedar Mountain Advisors
Oregon
$1.66K -$2.6M -107,427 -100%
MWA
625
Moser Wealth Advisors
Washington
$1.57K +$24 +1 +2%