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Schwab High Yield Bond ETF

87 hedge funds and large institutions have $119M invested in Schwab High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 12

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

36% more capital invested

Capital invested by funds: $87M → $119M (+$31.7M)

16% more funds holding

Funds holding: 7587 (+12)

0.28% less ownership

Funds ownership: 7.51%7.23% (-0.28%)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
29
Increased
37
Reduced
12
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$42.9M -$856K -32,299 -2%
CST
2
Charles Schwab Trust
Nevada
$11.3M +$973K +36,725 +10%
DC
3
Dahring Cusmano
Michigan
$7.45M +$7.39M +278,758 New
SFP
4
Strategic Financial Planning
Texas
$6.11M +$363K +13,697 +6%
LAM
5
L2 Asset Management
Massachusetts
$5.94M +$902K +34,053 +18%
EF
6
Empowered Funds
Pennsylvania
$5.77M +$1.54M +58,185 +37%
BAS
7
Breakthru Advisory Services
Wisconsin
$5.43M +$5.38M +203,219 New
BCI
8
Brinker Capital Investments
Pennsylvania
$3.26M +$3.23M +121,798 New
PWA
9
Principia Wealth Advisory
Texas
$3.16M +$2.46M +92,678 +363%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$2.73M +$2.71M +102,370 +65,622%
MWM
11
MFG Wealth Management
Indiana
$2.4M +$2.38M +89,729 New
MAM
12
MMA Asset Management
Pennsylvania
$1.92M +$645K +24,326 +51%
JSL
13
JT Stratford LLC
Georgia
$1.85M +$684K +25,827 +59%
Bank of America
14
Bank of America
North Carolina
$1.57M +$174K +6,569 +13%
WIA
15
World Investment Advisors
California
$1.43M +$382K +14,430 +37%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$952K +$124K +4,674 +15%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$894K +$215K +8,118 +32%
HI
18
Harbour Investments
Wisconsin
$839K +$481K +18,163 +137%
BSI
19
Bennett Selby Investments
Maine
$773K +$766K +28,918 New
PIWA
20
Prevail Innovative Wealth Advisors
Kansas
$772K +$765K +28,886 New
BWL
21
Bogart Wealth LLC
Virginia
$761K +$12.5K +470 +2%
O3W
22
Omni 360 Wealth
New Jersey
$696K +$22.9K +863 +3%
AAS
23
Asset Allocation Strategies
Michigan
$685K +$679K +25,639 New
Citadel Advisors
24
Citadel Advisors
Florida
$605K +$210K +7,925 +54%
AIM
25
AHL Investment Management
Florida
$555K +$550K +20,759 New