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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
BSI
76
Bennett Selby Investments
Maine
$291K +$2.82K +107 +1%
FBC
77
Fairfield, Bush & Co
Connecticut
$276K -$9.64K -366 -3%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$273K +$277K +10,500 New
CIAS
79
Capital Investment Advisory Services
North Carolina
$263K +$266K +10,111 New
BAS
80
Breakthru Advisory Services
Wisconsin
$260K -$5.78M -219,334 -96%
SI
81
Stirlingshire Investments
New York
$238K +$242K +9,165 New
Mariner
82
Mariner
Kansas
$228K
JP Morgan Chase
83
JP Morgan Chase
New York
$227K +$172K +6,541 +290%
AWP
84
Axis Wealth Partners
Rhode Island
$225K +$26.5K +1,007 +13%
BWP
85
Balboa Wealth Partners
Arizona
$212K +$215K +8,166 New
KA
86
KLCM Advisors
Wisconsin
$212K -$19.1K -725 -8%
SAI
87
Savvy Advisors Inc
New York
$209K +$212K +8,057 New
PL
88
Plancorp LLC
Missouri
$209K +$211K +8,000 New
JE
89
Jacobs Equity
Utah
$201K +$203K +7,719 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$133K +$108K +4,089 +403%
FC
91
Fairscale Capital
New Hampshire
$125K +$127K +4,811 New
1IA
92
1620 Investment Advisors
Massachusetts
$108K -$43.5K -1,650 -28%
BIM
93
Breakwater Investment Management
Washington
$91.1K
NEWAS
94
N.E.W. Advisory Services
Wisconsin
$89.4K +$90.6K +3,439 New
SPIA
95
Steward Partners Investment Advisory
New York
$89.2K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$69.3K +$20.5K +777 +41%
Morgan Stanley
97
Morgan Stanley
New York
$64.5K -$316 -12 -0.5%
EA
98
Evergreen Advisors
Tennessee
$52.3K -$580K -22,000 -92%
CA
99
CoreCap Advisors
Michigan
$49.7K +$38.1K +1,444 +310%
MWA
100
Medallion Wealth Advisors
Connecticut
$45.1K -$4.06K -154 -8%