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Schwab High Yield Bond ETF

87 hedge funds and large institutions have $119M invested in Schwab High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 12

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

36% more capital invested

Capital invested by funds: $87M → $119M (+$31.7M)

16% more funds holding

Funds holding: 7587 (+12)

0.28% less ownership

Funds ownership: 7.51%7.23% (-0.28%)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
29
Increased
37
Reduced
12
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
26
Forum Financial Management
Illinois
$509K +$231K +8,731 +85%
JPLA
27
Joseph P. Lucia & Associates
New York
$508K +$14K +530 +3%
WCM
28
WealthBridge Capital Management
Ohio
$473K +$10.8K +407 +2%
SWA
29
Sightline Wealth Advisors
Connecticut
$457K +$453K +17,097 New
TCM
30
TT Capital Management
California
$417K -$15.9K -600 -4%
CPP
31
Capasso Planning Partners
South Carolina
$393K -$301K -11,374 -44%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$371K +$154K +5,812 +72%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$360K +$357K +13,461 New
AFP
34
Ausdal Financial Partners
Iowa
$348K -$152K -5,740 -31%
IIA
35
Integral Investment Advisors
California
$325K +$91.2K +3,441 +40%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$320K -$104K -3,934 -25%
FBC
37
Fairfield, Bush & Co
Connecticut
$309K +$306K +11,555 New
WI
38
WJ Interests
Texas
$300K
BCM
39
Brookstone Capital Management
Illinois
$286K +$9.3K +351 +3%
CFD
40
Creative Financial Designs
Indiana
$260K +$176K +6,648 +215%
CWA
41
Clearview Wealth Advisors
Oregon
$242K +$240K +9,060 New
MWM
42
Meridian Wealth Management
Kentucky
$228K +$226K +8,540 New
SWM
43
Spire Wealth Management
Virginia
$223K +$221K +8,356 New
Osaic Holdings
44
Osaic Holdings
Arizona
$219K +$17.7K +667 +9%
P
45
&Partners
Tennessee
$205K +$203K +7,653 New
FFA
46
Farther Finance Advisors
California
$202K -$59K -2,227 -23%
1IA
47
1620 Investment Advisors
Massachusetts
$200K +$199K +7,500 New
LFA
48
LGT Financial Advisors
Texas
$164K +$163K +6,151 New
IA
49
IFP Advisors
Florida
$138K +$55.3K +2,087 +68%
BIM
50
Breakwater Investment Management
Washington
$93.6K