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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
CWA
176
Cornerstone Wealth Advisors
Minnesota
$2.7M -$131K -5,399 -5%
CCA
177
Cobblestone Capital Advisors
New York
$2.62M +$307K +12,682 +13%
ES
178
ETF Store
Kansas
$2.62M -$145K -5,979 -5%
JFGLC
179
Johnson Financial Group LLC (Colorado)
Colorado
$2.6M +$1.93M +79,716 +281%
MFG
180
Mendota Financial Group
Wisconsin
$2.59M -$877K -36,208 -25%
RWM
181
Rialto Wealth Management
New York
$2.58M +$2.59M +107,104 New
Goldman Sachs
182
Goldman Sachs
New York
$2.57M -$279K -11,510 -10%
LA
183
Lifeworks Advisors
Michigan
$2.56M +$56.4K +2,330 +2%
RW
184
Rede Wealth
Virginia
$2.51M -$105K -4,350 -4%
BCM
185
Birmingham Capital Management
Alabama
$2.48M +$2.49M +103,000 New
HF
186
HRT Financial
New York
$2.45M -$157K -6,487 -6%
VFG
187
Valley Financial Group
Pennsylvania
$2.41M -$167K -6,890 -6%
ICM
188
Islay Capital Management
Texas
$2.41M +$66.5K +2,746 +3%
VT
189
Vise Technologies
New York
$2.41M -$8.28K -342 -0.3%
MAM
190
McLean Asset Management
Virginia
$2.39M +$145K +5,978 +6%
FA
191
Fortis Advisors
Pennsylvania
$2.35M +$23K +948 +1%
GLR
192
Great Lakes Retirement
Ohio
$2.34M +$69.5K +2,870 +3%
SOS
193
Silver Oak Securities
Tennessee
$2.32M +$30.3K +1,250 +1%
BAM
194
Berkshire Asset Management
Pennsylvania
$2.27M -$2.18M -89,885 -49%
EWM
195
Evermay Wealth Management
Virginia
$2.27M +$310K +12,782 +16%
William Blair & Company
196
William Blair & Company
Illinois
$2.25M -$44.9K -1,855 -2%
AAS
197
Asset Allocation Strategies
Michigan
$2.24M +$1.1M +45,251 +94%
LWA
198
Lantern Wealth Advisors
New York
$2.24M +$271K +11,179 +14%
HA
199
Herold Advisors
New York
$2.24M +$277K +11,439 +14%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$2.24M +$43K +1,774 +2%