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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
SC
101
Savant Capital
Illinois
$7.73M -$548K -22,617 -7%
DIA
102
Dean Investment Associates
Ohio
$7.7M -$867K -35,792 -10%
BP
103
BWM Planning
Texas
$7.47M +$1.21M +50,071 +19%
APG
104
Abacus Planning Group
South Carolina
$7.45M -$263K -10,857 -3%
BRWA
105
B. Riley Wealth Advisors
Florida
$7.34M -$724K -29,902 -9%
SAS
106
SMI Advisory Services
Indiana
$7.21M -$197K -8,152 -3%
SG
107
StoneX Group
New York
$7.05M +$7.1M +293,216 New
MML Investors Services
108
MML Investors Services
Massachusetts
$6.91M -$575K -23,744 -8%
MHR
109
Matthew Hamilton Rosenberg
$6.76M +$406K +16,782 +6%
BCP
110
Blackhawk Capital Partners
Wisconsin
$6.72M +$6.76M +279,289 New
HighTower Advisors
111
HighTower Advisors
Illinois
$6.17M +$222K +9,172 +4%
CW
112
CreativeOne Wealth
Kansas
$6.17M -$139K -5,722 -2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$5.9M -$2.05M -84,591 -26%
US Bancorp
114
US Bancorp
Minnesota
$5.86M +$213K +8,789 +4%
ABC
115
Associated Banc-Corp
Wisconsin
$5.86M -$236K -9,762 -4%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$5.85M -$572K -23,611 -9%
RWB
117
RMR Wealth Builders
New Jersey
$5.85M +$1.3M +53,604 +28%
Osaic Holdings
118
Osaic Holdings
Arizona
$5.82M -$3.99M -164,849 -41%
CFP
119
Curran Financial Partners
South Carolina
$5.56M +$572K +23,633 +11%
AWS
120
Aspen Wealth Strategies
Colorado
$5.54M +$324K +13,366 +6%
IWC
121
Integrated Wealth Concepts
Massachusetts
$5.52M +$1.1M +45,269 +25%
BFG
122
Bouchey Financial Group
New York
$5.51M -$3.9M -161,057 -41%
CHJWM
123
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.37M -$5.39M -222,688 -50%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$5.23M +$405K +16,709 +8%
APC
125
Asset Planning Corporation
Tennessee
$5.16M +$4.53M +187,233 +690%