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Schwab High Yield Bond ETF
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Overview Fund Activity

51 hedge funds and large institutions have $355M invested in Schwab High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+20
Holders Change %
+64.52%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
15
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$329M
2
IGAM
2
iA Global Asset Management
Quebec, Canada
$5.08M
3
LAM
3
L2 Asset Management
Massachusetts
$4.6M
4
FFN
4
Focus Financial Network
Minnesota
$1.89M
5
WPC
5
Wedmont Private Capital
Pennsylvania
$1.08M

Top Sellers

1
CST
1
Charles Schwab Trust
Nevada
$3.28M
2
CPP
2
Capasso Planning Partners
South Carolina
$1.16M
3
CM
3
Columbus Macro
Pennsylvania
$221K
4
LFG
4
Larson Financial Group
Missouri
$209
5
S
5
SignatureFD
Georgia
$7.55K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$143K +$41.4K +1,582 +41%
BIM
27
Breakwater Investment Management
Washington
$88.8K – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$57K +$1.27K +48 +2%
CFD
29
Creative Financial Designs
Indiana
$49K – – –
AWM
30
AE Wealth Management
Kansas
$44.7K +$44.7K +1,707 New
CA
31
CoreCap Advisors
Michigan
$42.6K +$28.4K +1,085 +199%
KBFS
32
Kohmann Bosshard Financial Services
Ohio
$26.3K +$26.3K +1,005 New
WAG
33
Windsor Advisory Group
Ohio
$14.8K +$14.8K +566 New
Fidelity Investments
34
Fidelity Investments
Massachusetts
$14.6K +$13.2K +504 +900%
HI
35
Harbour Investments
Wisconsin
$11.7K +$11.7K +446 New
NP
36
NorthRock Partners
Minnesota
$8.37K +$8.37K +320 New
S
37
SignatureFD
Georgia
$7.55K -$2.83K -108 -27%
Morgan Stanley
38
Morgan Stanley
New York
$6.18K +$6.18K +236 New
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$5.19K +$5.19K +198 New
T
40
Transce3nd
Texas
$3.92K +$3.92K +150 New
CA
41
Clearstead Advisors
Ohio
$2.72K – – –
RP
42
Rice Partnership
Hawaii
$1.99K +$1.99K +76 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.1K -$1.62K -62 -60%
CSWM
44
Cassady Schiller Wealth Management
Ohio
$454 +$80 +3 +21%
SIS
45
Sound Income Strategies
Florida
$419 – – –
FMP
46
Financial Management Professionals
Texas
$366 – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$314 +$314 +12 New
LFG
48
Larson Financial Group
Missouri
$209 -$15.6K -596 -99%
FFA
49
Farther Finance Advisors
California
$157 +$157 +6 New
AAG
50
Armstrong Advisory Group
Massachusetts
$53 – – –
1
2
3