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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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$359M
TI
2
Tidal Investments
Wisconsin
$26M
IGAM
3
iA Global Asset Management
Quebec, Canada
$8.05M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.11M
LAM
5
L2 Asset Management
Massachusetts
$4.65M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.62M
CST
7
Charles Schwab Trust
Nevada
$3.46M
FFN
8
Focus Financial Network
Minnesota
$1.82M
HighTower Advisors
9
HighTower Advisors
Illinois
$1.61M
JSL
10
JT Stratford LLC
Georgia
$1.09M
CPP
11
Capasso Planning Partners
South Carolina
$1M
LMKC
12
L.M. Kohn & Company
Ohio
$911K
BWL
13
Bogart Wealth LLC
Virginia
$739K
WIA
14
World Investment Advisors
California
$713K
GWM
15
Geneos Wealth Management
Colorado
$539K
KWS
16
Keystone Wealth Services
California
$531K
AFP
17
Ausdal Financial Partners
Iowa
$528K
TCM
18
TT Capital Management
California
$449K
LCGC
19
Legacy Capital Group California
California
$435K
WCM
20
WealthBridge Capital Management
Ohio
$356K
WI
21
WJ Interests
Texas
$293K
MLA
22
MB, Levis & Associates
Pennsylvania
$270K
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$265K
Bank of America
24
Bank of America
North Carolina
$261K
FFM
25
Forum Financial Management
Illinois
$251K