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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
HI
26
Harbour Investments
Wisconsin
$351K +$338K +12,719 +2,441%
FTUS
27
Flow Traders U.S.
New York
$350K +$350K +13,178 New
Mariner
28
Mariner
Kansas
$336K +$336K +12,652 New
WI
29
WJ Interests
Texas
$298K
MLA
30
MB, Levis & Associates
Pennsylvania
$279K +$4.57K +172 +2%
BCM
31
Brookstone Capital Management
Illinois
$275K +$20.2K +761 +8%
FFM
32
Forum Financial Management
Illinois
$273K +$18.2K +684 +7%
FFA
33
Farther Finance Advisors
California
$260K +$260K +9,780 +163,000%
Osaic Holdings
34
Osaic Holdings
Arizona
$241K +$68.2K +2,605 +40%
IIA
35
Integral Investment Advisors
California
$231K
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$223K +$223K +8,384 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$214K +$214K +8,067 New
OMC
38
Old Mission Capital
Illinois
$201K +$201K +7,562 New
SIC
39
Salem Investment Counselors
North Carolina
$182K
BIM
40
Breakwater Investment Management
Washington
$93K
CFD
41
Creative Financial Designs
Indiana
$82K
IA
42
IFP Advisors
Florida
$82K -$50K -1,884 -38%
BTI
43
Blue Trust Inc
Georgia
$81.6K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$57K -$1.24K -47 -2%
LFG
45
Larson Financial Group
Missouri
$41.1K +$11.5K +433 +39%
CA
46
CoreCap Advisors
Michigan
$35.9K +$24.1K +909 +204%
AAP
47
Arax Advisory Partners
Colorado
$33.7K +$33.7K +1,271 New
HR
48
Howe & Rusling
New York
$28.3K +$24.5K +924 +651%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$24.6K -$292 -11 -1%
GSWM
50
Golden State Wealth Management
California
$20.4K