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Schwab High Yield Bond ETF

31 hedge funds and large institutions have $223M invested in Schwab High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+12
Holders Change %
+63.16%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
8
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$213M +$197M +7,356,384 +1,211%
CST
2
Charles Schwab Trust
Nevada
$4.12M +$4.12M +153,946 New
CPP
3
Capasso Planning Partners
South Carolina
$1.89M -$403K -15,048 -18%
Jane Street
4
Jane Street
New York
$748K +$748K +27,972 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$578K +$351K +13,116 +155%
JSL
6
JT Stratford LLC
Georgia
$433K +$433K +16,176 New
MLA
7
MB, Levis & Associates
Pennsylvania
$267K +$4.6K +172 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$227K +$2.25K +84 +1%
WCM
9
WealthBridge Capital Management
Ohio
$227K +$227K +8,472 New
CM
10
Columbus Macro
Pennsylvania
$224K +$113K +8,472 +101%
SWA
11
Sightline Wealth Advisors
Connecticut
$218K +$3.8K +142 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$116K +$62.2K +2,326 +115%
Bank of America
13
Bank of America
North Carolina
$114K -$54.8K -2,048 -32%
IA
14
IFP Advisors
Florida
$104K +$50.8K +1,900 +95%
BIM
15
Breakwater Investment Management
Washington
$90.8K
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$57K -$20.6K -764 -27%
CFD
17
Creative Financial Designs
Indiana
$50.1K
LFG
18
Larson Financial Group
Missouri
$16.2K +$16.2K +604 New
CA
19
CoreCap Advisors
Michigan
$14.6K +$14.6K +544 New
S
20
SignatureFD
Georgia
$10.6K +$10.6K +396 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.78K +$2.78K +104 New
CA
22
Clearstead Advisors
Ohio
$2.78K +$2.78K +104 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.52K +$1.52K +56 New
SIS
24
Sound Income Strategies
Florida
$428
CSWM
25
Cassady Schiller Wealth Management
Ohio
$377 +$377 +14 New