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Schwab High Yield Bond ETF

114 hedge funds and large institutions have $146M invested in Schwab High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
AWM
26
Avior Wealth Management
Nebraska
$805K
Jane Street
27
Jane Street
New York
$777K
BWL
28
Bogart Wealth LLC
Virginia
$766K
FPAS
29
Focus Partners Advisor Solutions
Missouri
$714K
AAS
30
Asset Allocation Strategies
Michigan
$710K
O3W
31
Omni 360 Wealth
New Jersey
$706K
JPLA
32
Joseph P. Lucia & Associates
New York
$653K
CIC
33
Carnegie Investment Counsel
Ohio
$646K
EA
34
Evergreen Advisors
Tennessee
$634K
WAG
35
Windsor Advisory Group
Ohio
$575K
FFM
36
Forum Financial Management
Illinois
$521K
EWA
37
EP Wealth Advisors
California
$518K
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$500K
WCM
39
WealthBridge Capital Management
Ohio
$492K
CWA
40
Clearview Wealth Advisors
Oregon
$475K
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$467K
MWM
42
Meridian Wealth Management
Kentucky
$442K
HighTower Advisors
43
HighTower Advisors
Illinois
$441K
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$435K
Corient Private Wealth
45
Corient Private Wealth
Florida
$420K
SWA
46
Sightline Wealth Advisors
Connecticut
$414K
TCM
47
TT Capital Management
California
$412K
IIA
48
Integral Investment Advisors
California
$381K
Osaic Holdings
49
Osaic Holdings
Arizona
$375K
Natixis Advisors
50
Natixis Advisors
Massachusetts
$371K