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Schwab High Yield Bond ETF

69 hedge funds and large institutions have $426M invested in Schwab High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

33% more funds holding

Funds holding: 5269 (+17)

20% more capital invested

Capital invested by funds: $355M → $426M (+$71.2M)

5.45% less ownership

Funds ownership: 47.97%42.53% (-5.4%)

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
23
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$250K +$252K +9,584 New
Jane Street
27
Jane Street
New York
$243K -$1.38M -52,592 -85%
IIA
28
Integral Investment Advisors
California
$227K +$229K +8,700 New
CM
29
Columbus Macro
Pennsylvania
$217K -$3.42K -130 -2%
SIC
30
Salem Investment Counselors
North Carolina
$179K
Osaic Holdings
31
Osaic Holdings
Arizona
$172K -$45.9K -1,743 -21%
IA
32
IFP Advisors
Florida
$130K -$13.5K -512 -9%
MWA
33
Medallion Wealth Advisors
Connecticut
$108K -$38.4K -1,458 -26%
BIM
34
Breakwater Investment Management
Washington
$91.5K +$2.87K +109 +3%
CFD
35
Creative Financial Designs
Indiana
$80.7K +$32K +1,216 +65%
BTI
36
Blue Trust Inc
Georgia
$80.3K +$80.9K +3,075 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$58K +$1.24K +47 +2%
UBS Group
38
UBS Group
Switzerland
$50.3K +$50.6K +1,925 New
LFG
39
Larson Financial Group
Missouri
$29.1K +$29.1K +1,106 +13,825%
AWM
40
AE Wealth Management
Kansas
$26.6K -$18.2K -690 -40%
HIMS
41
Hager Investment Management Services
New Hampshire
$26.4K +$26.6K +1,012 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$24.5K +$9.95K +378 +68%
FHA
43
First Horizon Advisors
Tennessee
$23.2K +$23.4K +890 New
GSWM
44
Golden State Wealth Management
California
$20.1K +$20.3K +770 New
HI
45
Harbour Investments
Wisconsin
$13.6K +$1.97K +75 +17%
CA
46
CoreCap Advisors
Michigan
$11.6K -$31.2K -1,184 -73%
PIP
47
Peachtree Investment Partners
Florida
$8.46K +$8.53K +324 New
NP
48
NorthRock Partners
Minnesota
$8.45K +$105 +4 +1%
T
49
Transce3nd
Texas
$7.65K +$3.76K +143 +95%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$7.23K +$6.18K +235 +560%

SCYB Hedge Fund Activity: Q1 2025 in Review

69 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab High Yield Bond ETF (SCYB) for Q1 2025, worth a combined $426M — up 20% from $355M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCYB positions and 7 closed out — a net gain of 18 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Charles Schwab, adding an estimated $31.1M. The largest seller was Jane Street, cutting an estimated $1.38M.

  • 69 institutional investors held Schwab High Yield Bond ETF (SCYB) as of Q1 2025, up from 52 in Q4 2024.
  • Funds reported $426M of Schwab High Yield Bond ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 25 funds opened new Schwab High Yield Bond ETF positions in Q1 2025 and 7 closed out, a net change of +18 holders.
  • The largest Schwab High Yield Bond ETF buyer in Q1 2025 was Charles Schwab, an estimated $31.1M added.
  • The largest Schwab High Yield Bond ETF seller in Q1 2025 was Jane Street, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2025.