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Schwab High Yield Bond ETF

83 hedge funds and large institutions have $115M invested in Schwab High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$42.9M
CST
2
Charles Schwab Trust
Nevada
$11.3M
DC
3
Dahring Cusmano
Michigan
$7.45M
SFP
4
Strategic Financial Planning
Texas
$6.11M
LAM
5
L2 Asset Management
Massachusetts
$5.94M
EF
6
Empowered Funds
Pennsylvania
$5.77M
BAS
7
Breakthru Advisory Services
Wisconsin
$5.43M
BCI
8
Brinker Capital Investments
Pennsylvania
$3.26M
Jones Financial Companies
9
Jones Financial Companies
Missouri
$2.73M
MWM
10
MFG Wealth Management
Indiana
$2.4M
MAM
11
MMA Asset Management
Pennsylvania
$1.92M
JSL
12
JT Stratford LLC
Georgia
$1.85M
Bank of America
13
Bank of America
North Carolina
$1.57M
WIA
14
World Investment Advisors
California
$1.43M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$952K
FPAS
16
Focus Partners Advisor Solutions
Missouri
$894K
HI
17
Harbour Investments
Wisconsin
$839K
BSI
18
Bennett Selby Investments
Maine
$773K
PIWA
19
Prevail Innovative Wealth Advisors
Kansas
$772K
BWL
20
Bogart Wealth LLC
Virginia
$761K
O3W
21
Omni 360 Wealth
New Jersey
$696K
AAS
22
Asset Allocation Strategies
Michigan
$685K
Citadel Advisors
23
Citadel Advisors
Florida
$605K
AIM
24
AHL Investment Management
Florida
$555K
FFM
25
Forum Financial Management
Illinois
$509K