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Schwab Short-Term US Treasury ETF

628 hedge funds and large institutions have $9.92B invested in Schwab Short-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 241 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+45
Holders Change %
+7.72%
% of All Funds
8.36%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.63%
New
111
Increased
241
Reduced
224
Closed
58
Calls
$1.36M
Puts
$1.07M
Net Calls
+$286K
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Shares
Change %
LPAM
201
Lodestar Private Asset Management
California
$2.14M +$82.7K +3,437 +4%
DT
202
Diversified Trust
Tennessee
$2.14M -$67.1K -2,788 -3%
JCIA
203
Jackson Creek Investment Advisors
Colorado
$2.07M +$57.8K +2,403 +3%
BIA
204
Bigelow Investment Advisors
Maine
$2.06M +$245K +10,178 +13%
BCM
205
Brookstone Capital Management
Illinois
$2.05M +$257K +10,666 +14%
VA
206
Vident Advisory
Georgia
$2.05M +$2.05M +85,220 New
JWM
207
JFG Wealth Management
Colorado
$2.02M +$1.37M +57,044 +211%
CAG
208
Csenge Advisory Group
Florida
$2M -$1.49M -62,089 -43%
PK
209
Pflug Koory
Nebraska
$1.99M +$258K +10,706 +15%
VA
210
Valmark Advisers
Ohio
$1.98M +$477K +19,824 +32%
BEI
211
Benjamin Edwards Inc
Missouri
$1.93M +$293K +12,173 +18%
AFP
212
Ausdal Financial Partners
Iowa
$1.91M +$635K +26,388 +50%
SWM
213
SigFig Wealth Management
California
$1.91M +$138K +7,160 +8%
CIR
214
Clear Investment Research
Georgia
$1.87M +$38.9K +1,617 +2%
BOM
215
Bank of Marin
California
$1.84M +$39.8K +1,655 +2%
SB
216
Strategic Blueprint
Georgia
$1.81M -$372K -15,462 -17%
PRS
217
Pinkerton Retirement Specialists
Idaho
$1.8M +$161K +6,677 +10%
FIM
218
Freedom Investment Management
Connecticut
$1.79M +$1.79M +74,577 New
BAM
219
Belpointe Asset Management
Nevada
$1.79M +$195K +3,992 +12%
FWM
220
Forza Wealth Management
Florida
$1.78M -$2.99M -124,068 -63%
PGAM
221
Princeton Global Asset Management
New Jersey
$1.75M +$170K +7,078 +11%
SIP
222
Sellwood Investment Partners
Oregon
$1.71M +$1.71M +71,260 New
PS
223
Principal Securities
Iowa
$1.7M -$262K -10,901 -13%
Corient Private Wealth
224
Corient Private Wealth
Florida
$1.68M -$263K -10,937 -14%
CCM
225
Coldstream Capital Management
Washington
$1.68M +$1.21M +50,271 +257%