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Schwab High Yield Bond ETF

68 hedge funds and large institutions have $426M invested in Schwab High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
23
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$359M +$30.9M +1,183,192 +9%
TI
2
Tidal Investments
Wisconsin
$26M +$26M +994,589 New
IGAM
3
iA Global Asset Management
Quebec, Canada
$8.05M +$2.99M +114,400 +59%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.11M +$5.88M +225,345 +2,569%
LAM
5
L2 Asset Management
Massachusetts
$4.65M +$59.6K +2,283 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.62M +$3.63M +138,961 +365%
CST
7
Charles Schwab Trust
Nevada
$3.46M +$189K +7,236 +6%
FFN
8
Focus Financial Network
Minnesota
$1.82M -$74.3K -2,845 -4%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.61M +$1.61M +61,609 New
JSL
10
JT Stratford LLC
Georgia
$1.09M +$298K +11,410 +37%
CPP
11
Capasso Planning Partners
South Carolina
$1M -$158K -6,057 -14%
LMKC
12
L.M. Kohn & Company
Ohio
$911K +$601K +22,999 +193%
BWL
13
Bogart Wealth LLC
Virginia
$739K +$739K +28,301 New
WIA
14
World Investment Advisors
California
$713K +$713K +27,300 New
GWM
15
Geneos Wealth Management
Colorado
$539K +$539K +20,638 New
KWS
16
Keystone Wealth Services
California
$531K
AFP
17
Ausdal Financial Partners
Iowa
$528K +$17.5K +672 +3%
TCM
18
TT Capital Management
California
$449K -$10.4K -400 -2%
LCGC
19
Legacy Capital Group California
California
$435K +$435K +16,660 New
WCM
20
WealthBridge Capital Management
Ohio
$356K +$90.2K +3,455 +34%
WI
21
WJ Interests
Texas
$293K +$293K +11,215 New
MLA
22
MB, Levis & Associates
Pennsylvania
$270K +$3.29K +126 +1%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$265K +$50.3K +1,926 +23%
Bank of America
24
Bank of America
North Carolina
$261K +$111K +4,267 +74%
FFM
25
Forum Financial Management
Illinois
$251K +$251K +9,611 New