We are live on ! Find out more
SCYB icon

Schwab High Yield Bond ETF

140 hedge funds and large institutions have $209M invested in Schwab High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 24

139% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 18

35% more capital invested

Capital invested by funds: $155M → $209M (+$54M)

20% more funds holding

Funds holding: 117140 (+23)

1.09% more ownership

Funds ownership: 7.73%8.82% (+1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
140
Holders Change
+23
Holders Change %
+19.66%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
43
Increased
58
Reduced
24
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
26
Focus Partners Advisor Solutions
Missouri
$1.71M +$1.03M +39,059 +144%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.54M +$37.9K +1,440 +2%
PC
28
Prairiewood Capital
North Dakota
$1.53M +$1.55M +58,872 New
PA
29
PFG Advisors
Arizona
$1.53M +$1.55M +58,707 New
PWM
30
Perigon Wealth Management
California
$1.47M +$1.49M +56,712 New
BCM
31
Brookstone Capital Management
Illinois
$1.1M +$822K +31,185 +285%
BWA
32
BlueSky Wealth Advisors
North Carolina
$1.09M +$1.1M +41,846 New
Corient Private Wealth
33
Corient Private Wealth
Florida
$1.03M +$201K +7,640 +24%
S4W
34
Solutions 4 Wealth
Texas
$939K +$603K +22,898 +173%
FFA
35
Farther Finance Advisors
California
$906K +$729K +27,660 +381%
HCWM
36
Hidden Cove Wealth Management
Washington
$875K +$887K +33,653 New
JPLA
37
Joseph P. Lucia & Associates
New York
$832K +$192K +7,289 +30%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$820K -$171K -6,492 -17%
SWM
39
Sterling Wealth Management
Illinois
$819K +$830K +31,485 New
TCBWMS
40
Texas Capital Bank Wealth Management Services
Texas
$793K -$185K -7,016 -19%
BWL
41
Bogart Wealth LLC
Virginia
$792K +$38.1K +1,447 +5%
GFG
42
Grantvest Financial Group
New Jersey
$774K +$784K +29,767 New
AAS
43
Asset Allocation Strategies
Michigan
$755K +$57.6K +2,184 +8%
Osaic Holdings
44
Osaic Holdings
Arizona
$752K +$388K +14,722 +104%
CIC
45
Carnegie Investment Counsel
Ohio
$727K +$92.6K +3,514 +14%
O3W
46
Omni 360 Wealth
New Jersey
$713K +$22.5K +854 +3%
Betterment LLC
47
Betterment LLC
New York
$696K +$705K +26,768 New
CBU
48
CIBC Bancorp USA
Illinois
$674K +$683K +25,909 New
MWM
49
Meridian Wealth Management
Kentucky
$642K +$210K +7,964 +48%
CW
50
CreativeOne Wealth
Kansas
$553K +$561K +21,282 New