Free Trial

Schwab High Yield Bond ETF (SCYB) Institutional Ownership

Schwab High Yield Bond ETF logo
$26.17 -0.04 (-0.15%)
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)
80
Total
Institutional Inflows
(last 12 months)
$119.71M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$30.75M
Get SCYB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab High Yield Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
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%
3/9/2026Corient Private Wealth LLC15,913$420K0.0%N/A0.019%
2/19/2026Corient Private Wealth LLC15,913$420K0.0%N/A0.019%
2/18/2026Mercer Global Advisors Inc. ADV16,471$435K0.0%+37.8%0.019%
2/18/2026EP Wealth Advisors LLC19,610$518K0.0%N/A0.023%
2/18/2026Empowered Funds LLC62,804$1.66M0.0%-71.0%0.074%
2/17/2026Strategic Financial Planning Inc.237,534$6.28M3.6%+3.9%0.278%
2/17/2026Cetera Investment Advisers38,046$1.01M0.0%+6.8%0.045%
2/17/2026Osaic Holdings Inc.14,198$375K0.0%+72.2%0.017%
2/17/2026Windsor 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%
2/17/2026L2 Asset Management LLC229,194$6.06M0.8%+3.2%0.268%
2/16/2026Mariner LLC8,755$231K0.0%N/A0.010%
2/16/2026 FF Advisors LLC43,754$1.16M0.5%N/A0.051%
2/16/2026Arax Advisory Partners1,490$39K0.0%N/A0.002%
2/13/2026 Kestra Advisory Services LLC1,231$33K0.0%N/A0.001%
2/13/2026Fairfield Bush & CO.10,987$290K0.2%-4.9%0.013%
2/13/2026 Asset Allocation Strategies LLC26,861$710K0.1%+4.8%0.031%
2/13/2026Summit Financial LLC130,589$3.45M0.1%N/A0.153%
2/12/2026Jane Street Group LLC29,403$777K0.0%N/A0.034%
2/12/2026Orion 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%
2/12/2026JT Stratford LLC87,385$2.31M0.3%+26.0%0.102%
2/12/2026 Steward Partners Investment Advisory LLC3,431$91K0.0%N/A0.004%
2/11/2026Empowered Funds LLC62,804$1.66M0.0%-71.0%0.074%
2/11/2026Focus Partners Advisor Solutions LLC27,043$714K0.0%-20.0%0.032%
2/11/2026 LPL Financial LLC8,815$233K0.0%N/A0.010%
2/10/2026Natixis Advisors LLC14,052$371K0.0%N/A0.016%
2/10/2026Principia 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%
2/9/2026Texas Capital Bank Wealth Management Services Inc37,504$991K0.1%N/A0.044%
2/9/2026Harbour 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%
2/5/20261620 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%
1/28/2026Joseph 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%
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%
11/17/2025Tidal Investments LLC1,614,786$42.93M0.1%-2.0%2.361%
11/17/2025Mercer Global Advisors Inc. ADV11,954$320K0.0%-24.8%0.017%
11/17/2025L2 Asset Management LLC222,164$5.94M0.9%+18.1%0.325%
11/17/2025Fairfield Bush & CO.11,555$309K0.2%N/A0.017%
11/17/2025Citadel Advisors LLC22,620$605K0.0%+53.9%0.033%
11/17/2025Ausdal Financial Partners Inc.13,022$348K0.0%-30.6%0.019%
11/17/2025Bank of America Corp DE58,576$1.57M0.0%+12.6%0.086%
11/13/2025Strategic Financial Planning Inc.228,706$6.11M3.5%+6.4%0.334%
11/13/2025 Prevail Innovative Wealth Advisors LLC28,886$772K0.1%N/A0.042%
11/12/2025Capasso Planning Partners LLC14,698$393K0.2%-43.6%0.021%
11/12/2025Orion Porfolio Solutions LLC121,798$3.26M0.0%N/A0.178%
11/12/2025JT Stratford LLC69,367$1.85M0.2%+59.3%0.101%
11/12/2025Focus Partners Advisor Solutions LLC33,795$894K0.0%+31.6%0.049%
11/12/2025 Creative Financial Designs Inc. ADV9,738$260K0.0%+215.1%0.014%
11/12/2025AlphaCore Capital LLC1,092$29K0.0%N/A0.002%
11/7/2025 Dahring Cusmano LLC278,758$7.45M5.4%N/A0.408%
11/7/2025 WealthBridge Capital Management LLC17,701$473K0.1%+2.4%0.026%


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 ($11.49M), 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 103 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 ($434.94K), 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 4,515,821 shares in the last 24 months. This purchase volume represents approximately $119.71M 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), iA Global Asset Management Inc. ($272K), Breakthru Advisory Services LLC ($219.33K), Cetera Investment Advisers ($146.07K), Jane Street Group LLC ($52.59K), Focus Financial Network Inc. ($42.14K), and Tidal Investments LLC ($32.30K).

Institutional investors have sold a total of 1,165,505 shares in the last 24 months. This volume of shares sold represents approximately $30.75M in transactions.



This page (NYSEARCA:SCYB) was last updated on 5/11/2026 by MarketBeat.com Staff.
From Our Partners