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Schwab High Yield Bond ETF

51 hedge funds and large institutions have $355M invested in Schwab High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+20
Holders Change %
+64.52%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
15
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$329M +$121M +4,614,709 +58%
IGAM
2
iA Global Asset Management
Quebec, Canada
$5.08M +$5.08M +194,000 New
LAM
3
L2 Asset Management
Massachusetts
$4.6M +$4.6M +175,936 New
CST
4
Charles Schwab Trust
Nevada
$3.28M -$748K -28,601 -19%
FFN
5
Focus Financial Network
Minnesota
$1.89M +$1.89M +72,438 New
Jane Street
6
Jane Street
New York
$1.62M +$887K +33,920 +121%
CPP
7
Capasso Planning Partners
South Carolina
$1.16M -$687K -26,267 -37%
WPC
8
Wedmont Private Capital
Pennsylvania
$1.08M +$1.08M +41,412 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$996K +$431K +16,460 +76%
JSL
10
JT Stratford LLC
Georgia
$797K +$373K +14,273 +88%
FTUS
11
Flow Traders U.S.
New York
$624K +$624K +23,838 New
KWS
12
Keystone Wealth Services
California
$532K +$532K +20,355 New
Goldman Sachs
13
Goldman Sachs
New York
$516K +$516K +19,738 New
AFP
14
Ausdal Financial Partners
Iowa
$512K +$512K +19,565 New
TCM
15
TT Capital Management
California
$463K +$463K +17,600 New
LMKC
16
L.M. Kohn & Company
Ohio
$311K +$311K +11,892 New
MLA
17
MB, Levis & Associates
Pennsylvania
$267K +$6.07K +232 +2%
WCM
18
WealthBridge Capital Management
Ohio
$266K +$44.7K +1,709 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$229K +$6.96K +266 +3%
CM
20
Columbus Macro
Pennsylvania
$221K -$221K -8,433 -50%
SWA
21
Sightline Wealth Advisors
Connecticut
$219K +$4.87K +186 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$218K +$104K +3,990 +92%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$215K +$215K +8,226 New
SIC
24
Salem Investment Counselors
North Carolina
$180K +$180K +6,868 New
Bank of America
25
Bank of America
North Carolina
$150K +$38.9K +1,486 +35%