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Schwab High Yield Bond ETF

85 hedge funds and large institutions have $116M invested in Schwab High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$508K
WCM
27
WealthBridge Capital Management
Ohio
$473K
SWA
28
Sightline Wealth Advisors
Connecticut
$457K
TCM
29
TT Capital Management
California
$417K
CPP
30
Capasso Planning Partners
South Carolina
$393K
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$371K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$360K
AFP
33
Ausdal Financial Partners
Iowa
$348K
IIA
34
Integral Investment Advisors
California
$325K
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$320K
FBC
36
Fairfield, Bush & Co
Connecticut
$309K
WI
37
WJ Interests
Texas
$300K
BCM
38
Brookstone Capital Management
Illinois
$286K
CFD
39
Creative Financial Designs
Indiana
$260K
CWA
40
Clearview Wealth Advisors
Oregon
$242K
MWM
41
Meridian Wealth Management
Kentucky
$228K
SWM
42
Spire Wealth Management
Virginia
$223K
Osaic Holdings
43
Osaic Holdings
Arizona
$219K
P
44
&Partners
Tennessee
$205K
FFA
45
Farther Finance Advisors
California
$202K
1IA
46
1620 Investment Advisors
Massachusetts
$200K
LFA
47
LGT Financial Advisors
Texas
$164K
IA
48
IFP Advisors
Florida
$138K
BIM
49
Breakwater Investment Management
Washington
$93.6K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$46K