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Schwab High Yield Bond ETF

117 hedge funds and large institutions have $155M invested in Schwab High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more funds holding

Funds holding: 87117 (+30)

31% more capital invested

Capital invested by funds: $119M → $155M (+$36.4M)

0.5% more ownership

Funds ownership: 7.23%7.73% (+0.5%)

Holders
117
Holders Change
+30
Holders Change %
+34.48%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
41
Increased
42
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$65.9K +$62.5K +2,360 +1,761%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$60K +$43.5K +1,643 +261%
JP Morgan Chase
78
JP Morgan Chase
New York
$59.6K +$50.7K +1,916 +567%
HR
79
Howe & Rusling
New York
$54.8K +$43.1K +1,630 +367%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$50K +$4.68K +177 +10%
MWA
81
Medallion Wealth Advisors
Connecticut
$49.9K -$30.6K -1,158 -38%
AAP
82
Arax Advisory Partners
Colorado
$39.4K +$39.4K +1,490 New
LFG
83
Larson Financial Group
Missouri
$37.7K +$132 +5 +0.4%
AA
84
Ancora Advisors
Ohio
$33.4K +$33.5K +1,266 New
KAS
85
Kestra Advisory Services
Texas
$32.5K +$32.6K +1,231 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$27.7K -$1.46K -55 -5%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$26.8K +$20.8K +786 +345%
GSWM
88
Golden State Wealth Management
California
$20.3K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$19.6K +$12.9K +487 +192%
TIAAOA
90
Teachers Insurance & Annuity Association of America
New York
$19.5K +$19.5K +738 New
BlackRock
91
BlackRock
New York
$14.6K
AssetMark Inc
92
AssetMark Inc
California
$12.5K
CA
93
CoreCap Advisors
Michigan
$12.3K -$11.7K -442 -49%
CMP
94
Coston McIsaac & Partners
Maine
$11K +$11.4K +429 New
AF
95
Allworth Financial
California
$10.2K +$476 +18 +5%
PIP
96
Peachtree Investment Partners
Florida
$9.07K +$185 +7 +2%
SIC
97
SJS Investment Consulting
Ohio
$8.01K +$8.02K +303 New
FHA
98
Flagship Harbor Advisors
Massachusetts
$5.87K +$5.88K +222 New
PP
99
PFS Partners
New Jersey
$5.84K
RFP
100
Root Financial Partners
California
$4.6K +$3.23K +122 +235%

SCYB Hedge Fund Activity: Q4 2025 in Review

117 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Schwab High Yield Bond ETF (SCYB) for Q4 2025, worth a combined $155M — up 31% from $119M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCYB positions and 10 closed out — a net gain of 31 holders — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Cornerstone Enterprises, opening a new position worth an estimated $15.4M. The largest seller was Tidal Investments, cutting an estimated $12.4M.

  • 117 institutional investors held Schwab High Yield Bond ETF (SCYB) as of Q4 2025, up from 87 in Q3 2025.
  • Funds reported $155M of Schwab High Yield Bond ETF stock for Q4 2025, up 31% quarter-over-quarter.
  • 41 funds opened new Schwab High Yield Bond ETF positions in Q4 2025 and 10 closed out, a net change of +31 holders.
  • The largest Schwab High Yield Bond ETF buyer in Q4 2025 was Cornerstone Enterprises, an estimated $15.4M added.
  • The largest Schwab High Yield Bond ETF seller in Q4 2025 was Tidal Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2025.