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Schwab High Yield Bond ETF

76 hedge funds and large institutions have $87.5M invested in Schwab High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
22
Reduced
14
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1
Tidal Investments
Wisconsin
$43.5M +$17.2M +652,496 +66%
CST
2
Charles Schwab Trust
Nevada
$10.2M +$6.68M +251,574 +190%
SFP
3
Strategic Financial Planning
Texas
$5.71M +$5.71M +215,009 New
LAM
4
L2 Asset Management
Massachusetts
$4.99M +$263K +9,892 +6%
EF
5
Empowered Funds
Pennsylvania
$4.19M +$4.19M +158,753 New
Bank of America
6
Bank of America
North Carolina
$1.38M +$1.11M +41,992 +419%
MAM
7
MMA Asset Management
Pennsylvania
$1.26M +$1.26M +47,539 New
JSL
8
JT Stratford LLC
Georgia
$1.16M +$44.6K +1,681 +4%
WIA
9
World Investment Advisors
California
$1.04M +$313K +11,792 +43%
IGAM
10
iA Global Asset Management
Quebec, Canada
$966K -$7.22M -272,000 -88%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$821K -$3.88M -146,071 -83%
BWL
12
Bogart Wealth LLC
Virginia
$743K -$7.83K -295 -1%
FFN
13
Focus Financial Network
Minnesota
$729K -$1.12M -42,137 -61%
CPP
14
Capasso Planning Partners
South Carolina
$692K -$327K -12,308 -32%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$681K +$681K +25,677 New
PWA
16
Principia Wealth Advisory
Texas
$678K +$678K +25,532 New
O3W
17
Omni 360 Wealth
New Jersey
$668K +$668K +25,187 New
EA
18
Evergreen Advisors
Tennessee
$584K +$584K +22,000 New
AFP
19
Ausdal Financial Partners
Iowa
$498K -$39.1K -1,475 -7%
BI
20
Ballast Inc
Kentucky
$491K +$491K +18,491 New
JPLA
21
Joseph P. Lucia & Associates
New York
$491K +$491K +18,491 New
WCM
22
WealthBridge Capital Management
Ohio
$459K +$97.1K +3,658 +27%
TCM
23
TT Capital Management
California
$430K -$26.5K -1,000 -6%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$422K +$152K +5,736 +57%
Citadel Advisors
25
Citadel Advisors
Florida
$390K +$390K +14,695 New