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Schwab High Yield Bond ETF

76 hedge funds and large institutions have $87.5M invested in Schwab High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 19 closing their positions.

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
22
Reduced
14
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Tidal Investments
Wisconsin
$43.5M 1,647,085 +652,496 +66%
CST
2
Charles Schwab Trust
Nevada
$10.2M 384,155 +251,574 +190%
SFP
3
Strategic Financial Planning
Texas
$5.71M 215,009 +215,009 New
LAM
4
L2 Asset Management
Massachusetts
$4.99M 188,111 +9,892 +6%
EF
5
Empowered Funds
Pennsylvania
$4.19M 158,753 +158,753 New
Bank of America
6
Bank of America
North Carolina
$1.38M 52,007 +41,992 +419%
MAM
7
MMA Asset Management
Pennsylvania
$1.26M 47,539 +47,539 New
JSL
8
JT Stratford LLC
Georgia
$1.16M 43,540 +1,681 +4%
WIA
9
World Investment Advisors
California
$1.04M 39,092 +11,792 +43%
IGAM
10
iA Global Asset Management
Quebec, Canada
$966K 36,400 -272,000 -88%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$821K 30,948 -146,071 -83%
BWL
12
Bogart Wealth LLC
Virginia
$743K 28,006 -295 -1%
FFN
13
Focus Financial Network
Minnesota
$729K 27,456 -42,137 -61%
CPP
14
Capasso Planning Partners
South Carolina
$692K 26,072 -12,308 -32%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$681K 25,677 +25,677 New
PWA
16
Principia Wealth Advisory
Texas
$678K 25,532 +25,532 New
O3W
17
Omni 360 Wealth
New Jersey
$668K 25,187 +25,187 New
EA
18
Evergreen Advisors
Tennessee
$584K 22,000 +22,000 New
AFP
19
Ausdal Financial Partners
Iowa
$498K 18,762 -1,475 -7%
BI
20
Ballast Inc
Kentucky
$491K 18,491 +18,491 New
JPLA
21
Joseph P. Lucia & Associates
New York
$491K 18,491 +18,491 New
WCM
22
WealthBridge Capital Management
Ohio
$459K 17,294 +3,658 +27%
TCM
23
TT Capital Management
California
$430K 16,200 -1,000 -6%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$422K 15,888 +5,736 +57%
Citadel Advisors
25
Citadel Advisors
Florida
$390K 14,695 +14,695 New