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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
AAP
101
Arax Advisory Partners
Colorado
$44.5K +$5.82K +221 +15%
HR
102
Howe & Rusling
New York
$32.8K -$21.4K -811 -39%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$30.1K -$29.4K -1,115 -49%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$26.2K -$1K -38 -4%
AWM
105
AE Wealth Management
Kansas
$25.8K +$25.8K +979 +6,527%
TCM
106
Triumph Capital Management
Colorado
$23.4K +$23.7K +900 New
US Bancorp
107
US Bancorp
Minnesota
$22.1K +$22.4K +850 New
GSWM
108
Golden State Wealth Management
California
$20K
SWM
109
SHP Wealth Management
Massachusetts
$19.6K +$19.8K +752 New
TIAAOA
110
Teachers Insurance & Annuity Association of America
New York
$19.2K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$16.8K +$17K +645 New
AC
112
AlphaCore Capital
California
$15.5K +$15.3K +579 +3,047%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$15K +$12.2K +464 +357%
BlackRock
114
BlackRock
New York
$14.3K
ASN
115
Advisory Services Network
Georgia
$10.3K +$10.5K +398 New
SIC
116
SJS Investment Consulting
Ohio
$9.95K +$2.11K +80 +26%
Wells Fargo
117
Wells Fargo
California
$9.65K +$7.06K +268 +260%
PIP
118
Peachtree Investment Partners
Florida
$9.03K +$105 +4 +1%
LFG
119
Larson Financial Group
Missouri
$7.72K -$29.8K -1,129 -79%
PP
120
PFS Partners
New Jersey
$5.75K
VR
121
Vision Retirement
New Jersey
$4.55K +$4.61K +175 New
NA
122
NewEdge Advisors
Louisiana
$4.34K
CCWM
123
Cassaday & Co Wealth Management
Virginia
$3.74K +$3.79K +144 New
RFP
124
Root Financial Partners
California
$3.15K -$1.4K -53 -30%
TFGT
125
TS Financial Group (TSFG)
Illinois
$3K