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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
Holders Change %
% of All Funds
Holding in Top 10
1
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
TI
1
Tidal Investments
Wisconsin
$43.5M
CST
2
Charles Schwab Trust
Nevada
$10.2M
SFP
3
Strategic Financial Planning
Texas
$5.71M
LAM
4
L2 Asset Management
Massachusetts
$4.99M
EF
5
Empowered Funds
Pennsylvania
$4.19M
Bank of America
6
Bank of America
North Carolina
$1.38M
MAM
7
MMA Asset Management
Pennsylvania
$1.26M
JSL
8
JT Stratford LLC
Georgia
$1.16M
WIA
9
World Investment Advisors
California
$1.04M
IGAM
10
iA Global Asset Management
Quebec, Canada
$966K
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$821K
BWL
12
Bogart Wealth LLC
Virginia
$743K
FFN
13
Focus Financial Network
Minnesota
$729K
CPP
14
Capasso Planning Partners
South Carolina
$692K
FPAS
15
Focus Partners Advisor Solutions
Missouri
$681K
PWA
16
Principia Wealth Advisory
Texas
$678K
O3W
17
Omni 360 Wealth
New Jersey
$668K
EA
18
Evergreen Advisors
Tennessee
$584K
AFP
19
Ausdal Financial Partners
Iowa
$498K
BI
20
Ballast Inc
Kentucky
$491K
JPLA
21
Joseph P. Lucia & Associates
New York
$491K
WCM
22
WealthBridge Capital Management
Ohio
$459K
TCM
23
TT Capital Management
California
$430K
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$422K
Citadel Advisors
25
Citadel Advisors
Florida
$390K