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Schwab High Yield Bond ETF

117 hedge funds and large institutions have $155M invested in Schwab High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
TCBWMS
26
Texas Capital Bank Wealth Management Services
Texas
$991K
Corient Private Wealth
27
Corient Private Wealth
Florida
$841K
SWM
28
SeaCrest Wealth Management
New York
$813K
AWM
29
Avior Wealth Management
Nebraska
$805K
Jane Street
30
Jane Street
New York
$777K
BWL
31
Bogart Wealth LLC
Virginia
$766K
FPAS
32
Focus Partners Advisor Solutions
Missouri
$714K
AAS
33
Asset Allocation Strategies
Michigan
$710K
O3W
34
Omni 360 Wealth
New Jersey
$706K
JPLA
35
Joseph P. Lucia & Associates
New York
$653K
CIC
36
Carnegie Investment Counsel
Ohio
$646K
EA
37
Evergreen Advisors
Tennessee
$634K
WAG
38
Windsor Advisory Group
Ohio
$575K
FFM
39
Forum Financial Management
Illinois
$521K
EWA
40
EP Wealth Advisors
California
$518K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$500K
WCM
42
WealthBridge Capital Management
Ohio
$492K
CWA
43
Clearview Wealth Advisors
Oregon
$475K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$467K
MWM
45
Meridian Wealth Management
Kentucky
$442K
HighTower Advisors
46
HighTower Advisors
Illinois
$441K
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$435K
SWA
48
Sightline Wealth Advisors
Connecticut
$414K
TCM
49
TT Capital Management
California
$412K
IIA
50
Integral Investment Advisors
California
$381K