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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
KFI
626
Key Financial Inc
Pennsylvania
$1.54K
PWA
627
Principia Wealth Advisory
Texas
$1.2K +$1.21K +50 New
TFA
628
Transamerica Financial Advisors
Florida
$1K -$24 -1 -4%
NRWA
629
North Ridge Wealth Advisors
Oregon
$722 +$726 +30 New
FLP
630
Financial Life Planners
Arizona
$693 +$702 +29 New
CIBC Private Wealth Group
631
CIBC Private Wealth Group
Georgia
$120 +$121 +5 New
PWM
632
Parkworth Wealth Management
California
$75 +$73 +3 New
HC
633
Hurley Capital
New York
$56 +$48 +2 New
BB
634
Busey Bank
Illinois
-$25.2M -1,027,742 Closed
ACM
635
AlphaStar Capital Management
North Carolina
-$12.6M -514,956 Closed
DAS
636
Dynamic Advisor Solutions
Arizona
-$7.49M -305,806 Closed
FTUS
637
Flow Traders U.S.
New York
-$4.14M -169,202 Closed
CWM
638
Cedar Wealth Management
California
-$2.17M -88,484 Closed
Prudential Financial
639
Prudential Financial
New Jersey
-$1.84M -75,190 Closed
MIS
640
Morningstar Investment Services
Illinois
-$1.71M -69,606 Closed
PCM
641
Prelude Capital Management
New York
-$1.05M -42,820 Closed
DP
642
Denver PWM
Colorado
-$949K -38,752 Closed
PPWM
643
Perissos Private Wealth Management
Oklahoma
-$917K -37,438 Closed
ARC
644
Advisor Resource Council
Texas
-$759K -30,980 Closed
CGL
645
Clarius Group LLC
Washington
-$735K -30,098 Closed
AWM
646
Adams Wealth Management
Utah
-$657K -26,818 Closed
CI
647
CacheTech Inc
Utah
-$657K -26,818 Closed
RFG
648
RFP Financial Group
Georgia
-$641K -26,174 Closed
TI
649
TrueMark Investments
Illinois
-$613K -25,018 Closed
MAG
650
Members Advisory Group
New York
-$529K -21,600 Closed