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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
CA
126
Clearstead Advisors
Ohio
$2.7K
Franklin Resources
127
Franklin Resources
California
$2.68K
HPC
128
HM Payson & Co
Maine
$2.57K +$2.61K +99 New
CB
129
Community Bank
New York
$1.95K +$1.98K +75 New
UBS Group
130
UBS Group
Switzerland
$1.56K +$1.58K +60 New
AssetMark Inc
131
AssetMark Inc
California
$1.27K -$11.2K -424 -90%
AF
132
Allworth Financial
California
$1.09K -$9.07K -344 -89%
CCMI
133
Creative Capital Management Investments
California
$494 -$685 -26 -58%
GCP
134
Gill Capital Partners
Colorado
$494 +$501 +19 New
S
135
SignatureFD
Georgia
$477 -$237 -9 -33%
GIA
136
GHP Investment Advisors
Colorado
$390 +$395 +15 New
FMP
137
Financial Management Professionals
Texas
$364
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$208 -$19.3K -733 -99%
KFA
139
Kelleher Financial Advisors
New York
$159 +$158 +6 New
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$26
SFP
141
Strategic Financial Planning
Texas
-$6.28M -237,534 Closed
BCI
142
Brinker Capital Investments
Pennsylvania
-$3.27M -123,917 Closed
OA
143
Oasis Advisors
Iowa
-$3.05M -115,338 Closed
Northern Trust
144
Northern Trust
Illinois
-$1.3M -49,092 Closed
WAG
145
Windsor Advisory Group
Ohio
-$575K -21,763 Closed
SWA
146
Sightline Wealth Advisors
Connecticut
-$414K -15,685 Closed
CPP
147
Capasso Planning Partners
South Carolina
-$269K -10,192 Closed
P
148
&Partners
Tennessee
-$202K -7,645 Closed
KBFS
149
Kohmann Bosshard Financial Services
Ohio
-$88K -3,331 Closed
AA
150
Ancora Advisors
Ohio
-$33.4K -1,266 Closed