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Schwab High Yield Bond ETF

87 hedge funds and large institutions have $119M invested in Schwab High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 12

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

36% more capital invested

Capital invested by funds: $87M → $119M (+$31.7M)

16% more funds holding

Funds holding: 7587 (+12)

0.28% less ownership

Funds ownership: 7.51%7.23% (-0.28%)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
29
Increased
37
Reduced
12
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
51
Medallion Wealth Advisors
Connecticut
$81.4K -$9.75K -368 -11%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$46K -$12K -452 -21%
LFG
53
Larson Financial Group
Missouri
$38K -$3.34K -126 -8%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$29.5K +$25K +945 +602%
AC
55
AlphaCore Capital
California
$29.2K +$28.9K +1,092 New
WANY
56
Wealthspire Advisors (New York)
New York
$26.9K +$26.7K +1,006 New
CA
57
CoreCap Advisors
Michigan
$24.3K -$11.8K -446 -33%
GSWM
58
Golden State Wealth Management
California
$20.6K
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$20.3K +$20.1K +758 New
Wells Fargo
60
Wells Fargo
California
$17.5K +$17.3K +654 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$16.8K -$7.9K -298 -32%
BlackRock
62
BlackRock
New York
$14.7K
AssetMark Inc
63
AssetMark Inc
California
$12.6K +$11.2K +424 +865%
NA
64
NewEdge Advisors
Louisiana
$12.6K +$4.42K +167 +55%
HR
65
Howe & Rusling
New York
$11.9K -$16.5K -622 -58%
AF
66
Allworth Financial
California
$9.84K +$8.64K +326 +776%
JP Morgan Chase
67
JP Morgan Chase
New York
$9.04K +$8.96K +338 New
PIP
68
Peachtree Investment Partners
Florida
$8.97K +$159 +6 +2%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$7K +$6.54K +247 +915%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$6.79K +$2.73K +103 +68%
CFB
71
Cullen/Frost Bankers
Texas
$6.42K +$6.36K +240 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$6.09K +$954 +36 +19%
PP
73
PFS Partners
New Jersey
$5.91K +$5.86K +221 New
ACA
74
Aptus Capital Advisors
Alabama
$5.19K +$4.69K +177 +1,041%
Morgan Stanley
75
Morgan Stanley
New York
$3.6K +$1.3K +49 +58%