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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
FAM
126
Frontier Asset Management
Wyoming
$5.15M -$502K -20,732 -9%
SFA
127
Seneca Financial Advisors
New York
$5.14M +$231K +9,528 +5%
MPM
128
Meritage Portfolio Management
Kansas
$4.91M +$246K +10,173 +5%
SP
129
Successful Portfolios
Florida
$4.89M -$200K -8,250 -4%
FTS
130
Fifth Third Securities
Ohio
$4.84M +$4.27M +176,362 +712%
AWS
131
Atria Wealth Solutions
New York
$4.79M +$2.77M +114,385 +135%
PPW
132
Pasadena Private Wealth
California
$4.71M +$3.14M +129,576 +196%
EWA
133
ERTS Wealth Advisors
Michigan
$4.66M +$58.4K +2,412 +1%
MWM
134
Maltin Wealth Management
New Jersey
$4.66M -$214K -8,851 -4%
HC
135
Hamilton Capital
Ohio
$4.63M -$4.47M -184,776 -49%
RTL
136
Red Tortoise LLC
Georgia
$4.54M +$106K +4,374 +2%
FFN
137
Focus Financial Network
Minnesota
$4.52M +$306K +12,627 +7%
HI
138
Harrington Investments
California
$4.42M -$66.4K -2,741 -1%
ISWM
139
Independent Solutions Wealth Management
New York
$4.34M -$700K -28,926 -14%
OFO
140
OneAscent Family Office
Alabama
$4.33M +$4.35M +179,776 New
ATI
141
Act Two Investors
California
$4.31M +$4.33M +178,940 New
CB
142
Commerce Bank
Missouri
$4.21M -$193K -7,950 -4%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$4.12M -$97.2K -4,015 -2%
CCWA
144
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.07M +$108K +4,470 +3%
GHA
145
GW Henssler & Associates
Georgia
$3.98M -$1.97M -81,219 -50%
WAM
146
WNY Asset Management
New York
$3.95M +$1.66M +68,512 +72%
HCM
147
Hutchinson Capital Management
California
$3.95M -$37.8K -1,559 -0.9%
KC
148
Kades & Cheifetz
Pennsylvania
$3.88M -$1.18M -48,894 -23%
KPWS
149
Kestra Private Wealth Services
Texas
$3.75M +$86.8K +3,584 +2%
CKAIS
150
Christensen King & Associates Investment Services
Washington
$3.74M +$47.1K +1,947 +1%