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Schwab Ultra-Short Income ETF

15 hedge funds and large institutions have $17.2M invested in Schwab Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

264% more capital inflows, than outflows

Capital inflows: $12.4M | Capital outflows: $3.41M

114% more funds holding

Funds holding: 7 → 15 (+8)

12.82% more ownership

Funds ownership: 11.62% → 24.44% (+13%)

Holders
15
Holders Change
+8
Holders Change %
+114.29%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

SCUS Hedge Fund Activity: Q4 2024 in Review

15 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Schwab Ultra-Short Income ETF (SCUS) for Q4 2024, worth a combined $17.2M — up 109% from $8.22M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SCUS positions and 1 closed out — a net gain of 8 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was High Note Wealth, opening a new position worth an estimated $6.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.41M sold.

  • 15 institutional investors held Schwab Ultra-Short Income ETF (SCUS) as of Q4 2024, up from 7 in Q3 2024.
  • Funds reported $17.2M of Schwab Ultra-Short Income ETF stock for Q4 2024, up 109% quarter-over-quarter.
  • 9 funds opened new Schwab Ultra-Short Income ETF positions in Q4 2024 and 1 closed out, a net change of +8 holders.
  • The largest Schwab Ultra-Short Income ETF buyer in Q4 2024 was High Note Wealth, an estimated $6.15M added.
  • The largest Schwab Ultra-Short Income ETF seller in Q4 2024 was Citadel Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2024.