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Schwab High Yield Bond ETF (SCYB) Institutional Ownership

Schwab High Yield Bond ETF logo
$26.10 0.00 (0.00%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Schwab High Yield Bond ETF (NYSEARCA:SCYB)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$78.56M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$20.79M
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SCYB Institutional Buying and Selling by Quarter

Schwab High Yield Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP8,298$217K0.0%-79.0%0.008%
8/26/2026 Principia Wealth Advisory LLC222,455$5.82M1.2%-0.7%0.210%
8/22/2026 Compass Financial Management LLC5,747$150K0.0%N/A0.005%
8/22/2026 Concurrent Investment Advisors LLC18,918$495K0.0%+35.2%0.018%
8/12/2026 Compass Financial Management LLC5,747$150K0.0%N/A0.005%
7/10/2026 Charles Schwab Trust Co509,261$13.33M0.7%+0.8%0.500%
7/9/2026 IFC & Insurance Marketing Inc.87,241$2.28M2.0%+14.0%0.086%
7/8/2026 MFG Wealth Management Inc.150,197$3.93M2.8%+7.7%0.147%
7/7/2026 Integral Investment Advisors Inc.22,729$595K0.1%+38.9%0.022%
7/7/2026 Avior Wealth Management LLC11,816$309K0.0%-90.7%0.012%
7/7/2026 CoreCap Advisors LLC1,039$27K0.0%-45.6%0.001%
5/19/2026 Bank of America Corp DE70,710$1.84M0.0%+13.5%0.076%
5/18/2026 Empowered Funds LLC70,823$1.83M0.0%+12.8%0.076%
5/13/2026 Cetera Investment Advisers31,554$820K0.0%-17.1%0.034%
5/6/2026 Dahring Cusmano LLC346,378$9.01M5.5%+7.2%0.373%
5/5/2026 Evergreen Advisors LLC2,010$52K0.0%-91.6%0.002%
5/5/2026 Wealthgarden F.S. LLC15,827$412K0.3%N/A0.017%
5/2/2026 Carnegie Investment Counsel27,963$727K0.0%+14.4%0.030%
5/1/2026 KLCM Advisors Inc.8,148$212K0.0%-8.2%0.009%
4/29/2026 Burney Co.11,446$298K0.0%N/A0.012%
4/28/2026 Bogart Wealth LLC30,455$792K0.0%+5.0%0.033%
4/28/2026 Howe & Rusling Inc.1,263$33K0.0%-39.1%0.001%
4/28/2026 Integral Investment Advisors Inc.16,366$426K0.1%+13.6%0.018%
4/27/2026 World Investment Advisors66,524$1.73M0.0%+10.6%0.072%
4/25/2026 Axis Wealth Partners LLC8,669$225K0.1%+13.1%0.009%
4/23/2026 Asset Allocation Strategies LLC29,045$755K0.1%+8.1%0.032%
4/17/2026 WealthBridge Capital Management LLC19,746$513K0.1%+6.1%0.022%
4/17/2026 IFC & Insurance Marketing Inc.76,527$1.99M2.1%N/A0.084%
4/17/2026 Brookstone Capital Management42,122$1.10M0.0%+285.1%0.046%
4/16/2026 Balboa Wealth Partners8,166$212K0.0%N/A0.009%
4/16/2026 Prairiewood Capital LLC58,872$1.53M0.4%N/A0.064%
4/16/2026 Breakthru Advisory Services LLC9,993$260K0.4%-95.6%0.011%
4/16/2026 BlueSky Wealth Advisors LLC41,846$1.09M0.1%N/A0.046%
3/13/2026 World Investment Advisors60,164$1.59M0.0%+12.4%0.070%
3/9/2026 Corient Private Wealth LLC15,913$420K0.0%N/A0.019%
2/19/2026 Corient Private Wealth LLC15,913$420K0.0%N/A0.019%
2/18/2026 Mercer Global Advisors Inc. ADV16,471$435K0.0%+37.8%0.019%
2/18/2026 EP Wealth Advisors LLC19,610$518K0.0%N/A0.023%
2/18/2026 Empowered Funds LLC62,804$1.66M0.0%-71.0%0.074%
2/17/2026 Strategic Financial Planning Inc.237,534$6.28M3.6%+3.9%0.278%
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2/17/2026 Cetera Investment Advisers38,046$1.01M0.0%+6.8%0.045%
2/17/2026 Osaic Holdings Inc.14,198$375K0.0%+72.2%0.017%
2/17/2026 Windsor Advisory Group LLC21,763$575K0.5%N/A0.025%
2/17/2026 Howe & Rusling Inc.2,074$55K0.0%+367.1%0.002%
2/17/2026Clearview Wealth Advisors LLC17,977$475K0.3%+98.4%0.021%
2/17/2026 L2 Asset Management LLC229,194$6.06M0.8%+3.2%0.268%
2/16/2026 Mariner LLC8,755$231K0.0%N/A0.010%
2/16/2026 FF Advisors LLC43,754$1.16M0.5%N/A0.051%
2/16/2026 Arax Advisory Partners1,490$39K0.0%N/A0.002%
2/13/2026 Kestra Advisory Services LLC1,231$33K0.0%N/A0.001%
2/13/2026 Fairfield Bush & CO.10,987$290K0.2%-4.9%0.013%
2/13/2026 Asset Allocation Strategies LLC26,861$710K0.1%+4.8%0.031%
2/13/2026 Summit Financial LLC130,589$3.45M0.1%N/A0.153%
2/12/2026 Jane Street Group LLC29,403$777K0.0%N/A0.034%
2/12/2026 Orion Porfolio Solutions LLC123,917$3.27M0.0%+1.7%0.145%
2/12/2026 Commonwealth Equity Services LLC18,907$500K0.0%+40.5%0.022%
2/12/2026 JT Stratford LLC87,385$2.31M0.3%+26.0%0.102%
2/12/2026 Steward Partners Investment Advisory LLC3,431$91K0.0%N/A0.004%
2/11/2026 Empowered Funds LLC62,804$1.66M0.0%-71.0%0.074%
2/11/2026 Focus Partners Advisor Solutions LLC27,043$714K0.0%-20.0%0.032%
2/11/2026 LPL Financial LLC8,815$233K0.0%N/A0.010%
2/10/2026 Natixis Advisors LLC14,052$371K0.0%N/A0.016%
2/10/2026 Principia Wealth Advisory LLC165,725$4.38M1.1%+40.2%0.194%
2/10/2026 Northwestern Mutual Wealth Management Co.1,014$27K0.0%+344.7%0.001%
2/9/2026 Texas Capital Bank Wealth Management Services Inc37,504$991K0.1%N/A0.044%
2/9/2026 Harbour Investments Inc.75,756$2.00M0.0%+141.2%0.089%
2/6/2026 IFP Advisors Inc11,048$292K0.0%+113.5%0.013%
2/6/2026 Creative Financial Designs Inc. ADV10,554$279K0.0%+8.4%0.012%
2/6/2026 Integral Investment Advisors Inc.14,406$381K0.1%+18.7%0.017%
2/6/2026 HighTower Advisors LLC16,674$441K0.0%N/A0.020%
2/5/2026 Evergreen Advisors LLC24,010$634K0.2%N/A0.028%
2/5/2026 1620 Investment Advisors Inc.5,800$153K0.1%-22.7%0.007%
2/5/2026 Dahring Cusmano LLC323,169$8.54M5.9%+15.9%0.378%
2/4/2026 World Investment Advisors60,164$1.58M0.0%+12.4%0.072%
2/4/2026 Meridian Wealth Management LLC16,722$442K0.0%+95.8%0.020%
2/4/2026 KLCM Advisors Inc.8,873$234K0.0%N/A0.011%
2/4/2026 Naples Global Advisors LLC7,975$211K0.0%N/A0.010%
2/3/2026 MMA Asset Management LLC75,441$1.99M0.7%+5.0%0.090%
1/30/2026 Bogart Wealth LLC29,008$766K0.0%+1.9%0.035%
1/30/2026 Kohmann Bosshard Financial Services LLC3,331$88K0.0%N/A0.004%
1/30/2026 Axis Wealth Partners LLC7,662$202K0.1%N/A0.009%
1/29/2026 OMNI 360 Wealth Inc.26,553$706K0.4%+1.9%0.032%
1/29/2026 Concurrent Investment Advisors LLC8,079$213K0.0%N/A0.010%
1/28/2026 Cornerstone Enterprises LLC582,491$15.39M7.4%N/A0.705%
1/28/2026 Joseph P. Lucia & Associates LLC24,701$653K0.2%+29.9%0.030%
1/26/2026 Sightline Wealth Advisors LLC15,685$414K0.2%-8.3%0.019%
1/23/2026 Carnegie Investment Counsel24,449$646K0.0%N/A0.030%
1/22/2026 Elm3 Financial Group LLC63,726$1.68M1.4%N/A0.079%
1/21/2026 WealthBridge Capital Management LLC18,611$492K0.1%+5.1%0.023%
1/14/2026 Spire Wealth Management13,451$355K0.0%+61.0%0.017%
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1/12/2026 SeaCrest Wealth Management LLC30,635$813K0.1%N/A0.039%
1/12/2026 Breakthru Advisory Services LLC229,327$6.06M3.9%+12.8%0.293%
1/9/2026 Charles Schwab Trust Co434,937$11.49M0.8%+3.3%0.557%
1/8/2026 Bennett Selby Investments LP11,076$293K0.1%-61.7%0.014%
1/6/2026 Avior Wealth Management LLC30,467$805K0.0%N/A0.040%
12/2/2025 IFP Advisors Inc5,176$138K0.0%+67.6%0.008%
11/17/2025 LGT Financial Advisors LLC6,151$164K0.4%N/A0.009%
11/17/2025 Tidal Investments LLC1,614,786$42.93M0.1%-2.0%2.361%
11/17/2025 Mercer Global Advisors Inc. ADV11,954$320K0.0%-24.8%0.017%
11/17/2025 L2 Asset Management LLC222,164$5.94M0.9%+18.1%0.325%


SCYB Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of Schwab High Yield Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($359.32M), Tidal Investments LLC ($42.93M), Cornerstone Enterprises LLC ($15.39M), Charles Schwab Trust Co ($13.33M), Dahring Cusmano LLC ($9.01M), Strategic Financial Planning Inc. ($6.28M), and Envestnet Asset Management Inc. ($6.11M).Learn more on Schwab High Yield Bond ETF's institutional investors.

Of the 102 institutional investors that purchased Schwab High Yield Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($13.46M), Tidal Investments LLC ($652.50K), Cornerstone Enterprises LLC ($582.49K), Charles Schwab Trust Co ($438.75K), Dahring Cusmano LLC ($346.38K), iA Global Asset Management Inc. ($308.40K), and Strategic Financial Planning Inc. ($237.53K).

Institutional investors have bought a total of 2,965,093 shares in the last 24 months. This purchase volume represents approximately $78.56M in transactions.

Of the 22 institutional investors that sold Schwab High Yield Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Empowered Funds LLC ($308.27K), Breakthru Advisory Services LLC ($219.33K), Avior Wealth Management LLC ($115.29K), Tidal Investments LLC ($32.30K), Corient Private Wealth LP ($31.17K), Evergreen Advisors LLC ($22K), and Bennett Selby Investments LP ($17.84K).

Institutional investors have sold a total of 791,517 shares in the last 24 months. This volume of shares sold represents approximately $20.79M in transactions.



Institutional ownership data for NYSEARCA:SCYB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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