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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
GVAG
651
Great Valley Advisor Group
Delaware
-$522K -21,300 Closed
FWM
652
Focused Wealth Management
New York
-$507K -20,704 Closed
CAM
653
Cresset Asset Management
Illinois
-$493K -20,142 Closed
AIA
654
Angeles Investment Advisors
California
-$459K -18,740 Closed
IC
655
IEQ Capital
California
-$352K -14,370 Closed
PSP
656
Pacific Sage Partners
Washington
-$342K -13,946 Closed
ZIMP
657
Zimmermann Investment Management & Planning
Pennsylvania
-$307K -12,518 Closed
CRC
658
Curi RMB Capital
Illinois
-$303K -12,376 Closed
HWM
659
HB Wealth Management
Georgia
-$299K -12,198 Closed
WFAG
660
Worth Financial Advisory Group
North Carolina
-$286K -11,678 Closed
V
661
ViaWealth
Kansas
-$277K -11,306 Closed
CFS
662
CRA Financial Services
New Jersey
-$273K -11,128 Closed
CA
663
Claro Advisors
Massachusetts
-$270K -11,044 Closed
DAC
664
Dividend Assets Capital
South Carolina
-$269K -11,000 Closed
BMCM
665
Burns Matteson Capital Management
New York
-$269K -10,988 Closed
FFA
666
Florida Financial Advisors
Florida
-$241K -9,838 Closed
CCM
667
Carlson Capital Management
Minnesota
-$236K -9,634 Closed
SHWM
668
Smith & Howard Wealth Management
Georgia
-$223K -9,122 Closed
CA
669
Callahan Advisors
Texas
-$217K -8,852 Closed
RPA
670
Rock Point Advisors
Vermont
-$212K -8,638 Closed
LWM
671
Laidlaw Wealth Management
New York
-$211K -8,618 Closed
BDWCC
672
B&D White Capital Company
Texas
-$211K -8,598 Closed
PIMG
673
Patriot Investment Management Group
Tennessee
-$207K -8,446 Closed
CCA
674
Carrera Capital Advisors
Michigan
-$206K -8,396 Closed
CAMG
675
CWA Asset Management Group
Florida
-$203K -8,278 Closed