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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
TFGT
76
TS Financial Group (TSFG)
Illinois
$3K
CA
77
Clearstead Advisors
Ohio
$2.78K
RFP
78
Root Financial Partners
California
$1.39K +$1.38K +52 New
AWM
79
AE Wealth Management
Kansas
$1.15K +$636 +24 +126%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$1.02K +$1.01K +38 New
S
81
SignatureFD
Georgia
$714 +$265 +10 +59%
MCM
82
MAI Capital Management
Ohio
$669 +$662 +25 New
SIS
83
Sound Income Strategies
Florida
$423
FMP
84
Financial Management Professionals
Texas
$374
MA
85
MCF Advisors
Kentucky
$321 +$318 +12 New
SAM
86
Smartleaf Asset Management
Massachusetts
$267 +$265 +10 New
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$27
IGAM
88
iA Global Asset Management
Quebec, Canada
-$966K -36,400 Closed
FFN
89
Focus Financial Network
Minnesota
-$729K -27,456 Closed
FTUS
90
Flow Traders U.S.
New York
-$350K -13,178 Closed
Mariner
91
Mariner
Kansas
-$336K -12,652 Closed
MLA
92
MB, Levis & Associates
Pennsylvania
-$279K -10,496 Closed
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
-$223K -8,384 Closed
OMC
94
Old Mission Capital
Illinois
-$201K -7,562 Closed
SIC
95
Salem Investment Counselors
North Carolina
-$182K -6,868 Closed
BTI
96
Blue Trust Inc
Georgia
-$81.6K -3,075 Closed
AAP
97
Arax Advisory Partners
Colorado
-$33.7K -1,271 Closed
Raymond James Financial
98
Raymond James Financial
Florida
-$7.67K -289 Closed
MAWAG
99
Mid-American Wealth Advisory Group
Missouri
-$6.63K -250 Closed
T
100
Transce3nd
Texas
-$3.98K -150 Closed