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Schwab High Yield Bond ETF

52 hedge funds and large institutions have $355M invested in Schwab High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

68% more funds holding

Funds holding: 3152 (+21)

60% more capital invested

Capital invested by funds: $223M → $355M (+$133M)

44.56% less ownership

Funds ownership: 92.53%47.97% (-45%)

Holders
52
Holders Change
+21
Holders Change %
+67.74%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
15
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
26
Medallion Wealth Advisors
Connecticut
$147K +$149K +5,623 New
IA
27
IFP Advisors
Florida
$143K +$41.8K +1,582 +41%
BIM
28
Breakwater Investment Management
Washington
$88.8K
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$57K +$1.27K +48 +2%
CFD
30
Creative Financial Designs
Indiana
$49K
AWM
31
AE Wealth Management
Kansas
$44.7K +$45.1K +1,707 New
CA
32
CoreCap Advisors
Michigan
$42.6K +$28.7K +1,085 +199%
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$26.3K +$26.6K +1,005 New
WAG
34
Windsor Advisory Group
Ohio
$14.8K +$15K +566 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$14.6K +$13.3K +504 +900%
HI
36
Harbour Investments
Wisconsin
$11.7K +$11.8K +446 New
NP
37
NorthRock Partners
Minnesota
$8.37K +$8.46K +320 New
S
38
SignatureFD
Georgia
$7.55K -$2.85K -108 -27%
Morgan Stanley
39
Morgan Stanley
New York
$6.18K +$6.24K +236 New
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$5.19K +$5.23K +198 New
T
41
Transce3nd
Texas
$3.92K +$3.96K +150 New
CA
42
Clearstead Advisors
Ohio
$2.72K
RP
43
Rice Partnership
Hawaii
$1.99K +$2.01K +76 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.1K -$1.64K -62 -60%
CSWM
45
Cassady Schiller Wealth Management
Ohio
$454 +$79 +3 +21%
SIS
46
Sound Income Strategies
Florida
$419
FMP
47
Financial Management Professionals
Texas
$366
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$314 +$317 +12 New
LFG
49
Larson Financial Group
Missouri
$209 -$15.8K -596 -99%
FFA
50
Farther Finance Advisors
California
$157 +$159 +6 New

SCYB Hedge Fund Activity: Q4 2024 in Review

52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab High Yield Bond ETF (SCYB) for Q4 2024, worth a combined $355M — up 60% from $223M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCYB positions and 3 closed out — a net gain of 21 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Charles Schwab, adding an estimated $122M. The largest seller was Charles Schwab Trust, cutting an estimated $756K.

  • 52 institutional investors held Schwab High Yield Bond ETF (SCYB) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $355M of Schwab High Yield Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 24 funds opened new Schwab High Yield Bond ETF positions in Q4 2024 and 3 closed out, a net change of +21 holders.
  • The largest Schwab High Yield Bond ETF buyer in Q4 2024 was Charles Schwab, an estimated $122M added.
  • The largest Schwab High Yield Bond ETF seller in Q4 2024 was Charles Schwab Trust, an estimated $756K sold.

Based on aggregated 13F filings for Q4 2024.