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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
Bank of America
1
Bank of America
North Carolina
$3.86B +$93.4M +3,858,438 +2%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.52B -$94.9K -3,920 -6%
Ameriprise
3
Ameriprise
Minnesota
$513M -$73.7M -3,041,799 -12%
JP Morgan Chase
4
JP Morgan Chase
New York
$500M +$80.8M +3,335,104 +19%
SEI Investments
5
SEI Investments
Pennsylvania
$391M +$18.4M +760,676 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$173M +$41.3M +1,706,483 +31%
Stifel Financial
7
Stifel Financial
Missouri
$142M -$1.85M -76,310 -1%
Wealthfront Advisers
8
Wealthfront Advisers
California
$90.4M -$26.4M -1,089,952 -22%
LPL Financial
9
LPL Financial
California
$80.9M -$1.85M -76,282 -2%
State Street
10
State Street
Massachusetts
$74.6M
Renaissance Technologies
11
Renaissance Technologies
New York
$70.5M +$6.46M +266,904 +10%
MA
12
MCF Advisors
Kentucky
$70.5M +$10.2M +420,388 +17%
Morgan Stanley
13
Morgan Stanley
New York
$63M -$1.63M -67,330 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$60.6M -$2.35M -97,072 -4%
WCF
15
West Coast Financial
California
$59.1M +$14.1M +583,031 +31%
CCA
16
Clearwater Capital Advisors
Illinois
$58.9M +$2.87M +118,568 +5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$51.5M +$20.3M +837,978 +64%
SCM
18
SCS Capital Management
Massachusetts
$50.4M -$868K -35,859 -2%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$47.7M -$52.6M -2,173,599 -52%
MIM
20
Morningstar Investment Management
Illinois
$45.5M -$55.3M -2,283,413 -55%
BSB
21
Bangor Savings Bank
Maine
$40.1M +$1.78M +73,346 +5%
TCM
22
TruNorth Capital Management
Michigan
$38.3M +$5.72M +236,401 +17%
Wells Fargo
23
Wells Fargo
California
$38.2M +$14.7M +607,933 +62%
UCMOK
24
United Capital Management of KS
Kansas
$37.7M +$1.99M +82,236 +6%
MFT
25
Moisand Fitzgerald Tamayo
Florida
$37.3M +$1.41M +58,260 +4%