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Schwab High Yield Bond ETF

115 hedge funds and large institutions have $149M invested in Schwab High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
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
Corient Private Wealth
26
Corient Private Wealth
Florida
$841K
SWM
27
SeaCrest Wealth Management
New York
$813K
AWM
28
Avior Wealth Management
Nebraska
$805K
Jane Street
29
Jane Street
New York
$777K
BWL
30
Bogart Wealth LLC
Virginia
$766K
FPAS
31
Focus Partners Advisor Solutions
Missouri
$714K
AAS
32
Asset Allocation Strategies
Michigan
$710K
O3W
33
Omni 360 Wealth
New Jersey
$706K
JPLA
34
Joseph P. Lucia & Associates
New York
$653K
CIC
35
Carnegie Investment Counsel
Ohio
$646K
EA
36
Evergreen Advisors
Tennessee
$634K
WAG
37
Windsor Advisory Group
Ohio
$575K
FFM
38
Forum Financial Management
Illinois
$521K
EWA
39
EP Wealth Advisors
California
$518K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$500K
WCM
41
WealthBridge Capital Management
Ohio
$492K
CWA
42
Clearview Wealth Advisors
Oregon
$475K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$467K
MWM
44
Meridian Wealth Management
Kentucky
$442K
HighTower Advisors
45
HighTower Advisors
Illinois
$441K
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$435K
SWA
47
Sightline Wealth Advisors
Connecticut
$414K
TCM
48
TT Capital Management
California
$412K
IIA
49
Integral Investment Advisors
California
$381K
Osaic Holdings
50
Osaic Holdings
Arizona
$375K