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Schwab High Yield Bond ETF

76 hedge funds and large institutions have $87.5M invested in Schwab High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
22
Reduced
14
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$27
Wells Fargo
77
Wells Fargo
California
$13 -$2.51K -96 Closed
Charles Schwab
78
Charles Schwab
California
-$359M -13,761,725 Closed
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
-$6.11M -234,115 Closed
HighTower Advisors
80
HighTower Advisors
Illinois
-$1.61M -61,609 Closed
LMKC
81
L.M. Kohn & Company
Ohio
-$911K -34,891 Closed
GWM
82
Geneos Wealth Management
Colorado
-$539K -20,638 Closed
KWS
83
Keystone Wealth Services
California
-$531K -20,355 Closed
LCGC
84
Legacy Capital Group California
California
-$435K -16,660 Closed
Jane Street
85
Jane Street
New York
-$243K -9,300 Closed
CM
86
Columbus Macro
Pennsylvania
-$217K -8,329 Closed
UBS Group
87
UBS Group
Switzerland
-$50.3K -1,925 Closed
HIMS
88
Hager Investment Management Services
New Hampshire
-$26.4K -1,012 Closed
FHA
89
First Horizon Advisors
Tennessee
-$23.2K -890 Closed
CCM
90
Coldstream Capital Management
Washington
-$6.95K -266 Closed
DJSG
91
D.J. St. Germain
Massachusetts
-$5.51K -211 Closed
SS
92
Sunbelt Securities
Texas
-$2.14K -82 Closed
RP
93
Rice Partnership
Hawaii
-$1.98K -76 Closed
VWA
94
Valued Wealth Advisors
Utah
-$1.91K -73 Closed
AAG
95
Armstrong Advisory Group
Massachusetts
-$53 -2 Closed
HNB
96
Huntington National Bank
Ohio
-$313